AP
AP
Ami Patel is a registered investment advisor at Cetera Investment Advisers LLC, based in Shreveport, LA, with 6 years of industry experience. Ami operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
6602 Youree Drive, Shreveport, LA, 71105
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2020 - Present · 6 yrs 4 mos
Cetera Investment Services LLCBroker
September 2019 - Present · 6 yrs 8 mos
State Registrations5 states
ALLAOHOKTX
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.