Kiran Patel is a registered investment advisor at Westpark Wealth Advisors, INC., based in Dallas, TX, with 20 years of industry experience. Kiran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 700 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westpark Wealth Advisors' investment advisory services are offered for a percentage of the value of your portfolio. The annual fee ranges from 0.0% to 2.00%, but each advisor representative has different fee schedules, so fees vary. These fees are negotiable.
Location
9401 Lyndon B Johnson Frwy, Suite 403, Dallas, TX, 75243
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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 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.
Previous Registrations
Ims Securities, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations2 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.