BP
BP

Bipin Patel

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
261 advisors
Number of Clients
3,473 clients
Average Client Portfolio
$500K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
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Location

East Brunswick, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bipin works as a travel agent for Maharani-Maharaja Cruise Club, Ltd., spending a few hours per week on vacation bookings and marketing. Bipin is also a health insurance agent for BenefitMall and an insurance agent specializing in Medicare for Neishloss & Fleming Inc, dedicating a few hours per week to each.

Employment History
Current Registrations
World Investments, LLC
February 2009 - Present · 17 yrs
World Advisory Services
February 2009 - Present · 17 yrs
World Investments, LLCBroker
February 2009 - Present · 17 yrs
Previous Registrations
1st Discount Brokerage, INC.
December 2007 - December 2008 · 1 yr
1st Discount Brokerage, INC.Broker
November 2005 - December 2008 · 3 yrs 1 mo
Hornor, Townsend & Kent, INC.Broker
April 2005 - September 2005 · 5 mos
Pruco Securities, LLC.Broker
June 2003 - April 2005 · 1 yr 10 mos
State Registrations2 states
NJRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.