Alok Deshpande (CRD# 5920195) is an Investment Advisor Representative working at Smartpath Advisors in Atlanta, GA and has over 5 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smartpath Advisors, LLC | Atlanta, GA | May 2019 - Current | 5 |
| Smartpath, Inc. | Atlanta, GA | Jan 2010 - Current | 14 |
| Umenta, Inc. | Dunwoody, GA | May 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- GA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
AL, AZ, CA, CO, DC, FL, GA, IA, IL, KS, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NY, OH, OK, OR, PA, TN, TX, VA, WA, WI
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