Deven Patel
Deven Patel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gainesville, GA, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
620 Spring St SE, Gainesville, GA, 30501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deven is a community lacrosse coach for Gainesville High School and is starting a youth lacrosse program. He also works as a financial advisor for Windsor Wealth Planners & Strategists, dedicating more than half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Bleakley Financial Group, LLC
State Registrations1 state
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