SP
SP
Sagar Patel is a registered investment advisor, based in Fairfield, IA, with 18 years of industry experience.
Location
1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757
Get directionsHistory
Regulatory History (5)
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Financial
January 2021Final
Financial
February 2020Final
Financial
November 2018Final
Financial
July 2018Final
Financial
May 2018Final
Other Business ActivitiesSells Insurance
Sagar is an independent insurance agent for various independent insurance companies since 2012 and owns rental property since 2020. These activities require minimal time commitment.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Cambridge Investment Research Advisors, INC.
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Fbl Wealth Management, LLC
May 2021 - February 2022 · 9 mos
Fbl Marketing Services, LLCBroker
August 2020 - February 2022 · 1 yr 6 mos
Cambridge Investment Research Advisors, INC.
July 2016 - July 2019 · 3 yrs
Rda Financial Network
February 2013 - July 2016 · 3 yrs 5 mos
Cambridge Investment Research, INC.Broker
September 2012 - July 2019 · 6 yrs 10 mos
Cambridge Investment Research, INC.Broker
March 2006 - May 2012 · 6 yrs 2 mos
State Registrations1 state
IA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.