Biren Patel is a CFP-designated registered investment advisor at LPL Financial LLC, based in Manchester, NH, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
200 Mcgregor St, Manchester, NH, 03102
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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 Activities
Biren is involved in several outside business activities, including real estate rental through JBH Patel Realty LLC, St. Mary's Financial Services as a DBA for LPL business, Doordash delivery, and notary services. The real estate and notary activities are investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Citizens Securities, INC.
Citizens Securities, INC.Broker
Pruco Securities, LLC.Broker
State Registrations19 states
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.