P Patel (CRD# 5914437) is an Investment Advisor Representative working at Greenrock in OH and has over 5 years of experience in the finance industry.
CRD# 6008930
Fifth Third Securities, Inc.
CRD# 5101157
Primerica Advisors
CRD# 5465281
Huntington Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenrock Advisory | Bellbrook, OH | May 2011 - Current | 13 |
| Healthcare Services | Bellbrook, OH | Oct 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
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Total Assets Under Management32MILLIONS
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Total Number of Accounts99ACCOUNTS
-
Average Account Value$325,980
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
OH
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