KP
KP

Kiran Naginbhai Patel

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
700 clients
Average Client Portfolio
$328K average
Assets Under Management
$229.3M

Fee Structure

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Location

9401 Lyndon B Johnson Frwy, Suite 403, Dallas, TX, 75243

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History

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.

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Other Business ActivitiesSells Insurance

Kiran works with IFC Group/Interactive Financial Concepts as a financial advisor, selling insurance and annuities, and advising on investment products, dedicating full-time hours to this role. Kiran also works as an agent selling Medicare health insurance, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Westpark Wealth Advisors, INC.
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Ims Securities, INC.Broker
January 2016 - November 2017 · 1 yr 10 mos
Cetera Advisors LLC
February 2014 - December 2015 · 1 yr 10 mos
Cetera Advisors LLCBroker
February 2014 - December 2015 · 1 yr 10 mos
J.P. Morgan Securities LLC
October 2012 - February 2014 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2014 · 1 yr 4 mos
Chase Investment Services CORP.
June 2011 - October 2012 · 1 yr 4 mos
Chase Investment Services CORP.Broker
February 2006 - October 2012 · 6 yrs 8 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.