Kunal Patel is a registered investment advisor, based in Alpharetta, GA, with 3 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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 →Other Business ActivitiesSells Insurance
Kunal works full-time as a Wealth Manager/Service Advisor for Merit Financial Group. He also provides fixed insurance advice and owns rental real estate, dedicating a few hours per week to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Purshe Kaplan Sterling Investments
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
December 2023 - August 2024 · 8 mos
United Planners' Financial Services of America a Limited PartnerBroker
September 2022 - December 2023 · 1 yr 3 mos
United Planners' Financial Services of America a Limited Partner
September 2022 - December 2023 · 1 yr 3 mos
Fidelity Personal and Workplace Advisors
July 2022 - August 2022 · 1 mo
Fidelity Brokerage Services LLCBroker
February 2022 - August 2022 · 6 mos
State Registrations2 states
CONC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.