Eddie PatelCRD Number: 4255328
Current Firm: Eddie Patel, Inc.
Waddell & Reed
Forum Financial Management, LP
|Zen Wealth Group Inc.||Chicago, IL||Apr 2013 - Current||6|
|Eddie Patel, Inc.||Chicago, IL||Aug 2008 - Current||11|
|Action Insurance Strategies, Inc.||Oakbrook Terrace, IL||Sep 2007 - Apr 2013||5|
|Brown & Element||Chicago, IL||Dec 2006 - Jan 2008||1|
|Sharq Management, Inc.||West Chicago, IL||Oct 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management18MILLIONS
Total Number of Accounts420ACCOUNTS
Average Account Value$43,679
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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