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Kiran Patel

Westpark Wealth Advisors, INC.
20 Years of Experience
Arlington, TX
Sells Insurance
View SEC Summary
View SEC Summary

Kiran Patel is a registered investment advisor at Westpark Wealth Advisors, INC., based in Arlington, TX, with 20 years of industry experience. Kiran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 776 clients with $250M in assets under management.

Westpark Wealth Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
776 clients
Average Client Portfolio
$328K average
Assets Under Management
$254.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual percentage fees range from 0.0% to 2.00% depending on the assigned investment advisor representative. All advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Arlington, TX

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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

Kiran works with IFC Group/Interactive Financial Concepts as a financial advisor, selling insurance and annuities, and advising on investment products, dedicating full-time hours to this role. Kiran also works as an agent selling Medicare health insurance, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Westpark Wealth Advisors, INC.
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Ims Securities, INC.Broker
January 2016 - November 2017 · 1 yr 10 mos
Cetera Advisors LLC
February 2014 - December 2015 · 1 yr 10 mos
Cetera Advisors LLCBroker
February 2014 - December 2015 · 1 yr 10 mos
J.P. Morgan Securities LLC
October 2012 - February 2014 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2014 · 1 yr 4 mos
Chase Investment Services CORP.
June 2011 - October 2012 · 1 yr 4 mos
Chase Investment Services CORP.Broker
February 2006 - October 2012 · 6 yrs 8 mos
State Registrations2 states
MATX
Advisor

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.
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