Kalpnesh Patel is a registered investment advisor, based in Temecula, CA, with 6 years of industry experience.
Location
41593 Winchester Rd Ste 212, Temecula, CA, 92590
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kalpnesh works as an agent for RH Benefits Insurance Services, selling Medicare, life insurance, and annuities, dedicating about 10-20% of his time. He also works as a financial advisor for RHB Advisors and as a contractor for Capstone Financial Group, both taking about half of Kalpnesh's time and providing financial and insurance services.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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