Rajnikant Patel (CRD# 7708275) is an Investment Advisor Representative working at Lavya Investing LLC in Peoria, AZ and has over 2 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lavya Investing LLC | Peoria, AZ | Feb 2023 - Current | 1 |
| Rajnikant T. Patel Md Pllc | Sun City West, AZ | May 2018 - Current | 6 |
| Cardiac Solution | Peoria, AZ | May 2017 - Apr 2018 | < 1 |
| Banner Medical Group | Peoria, AZ | Sep 2008 - Apr 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- AZ
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$1,965,589
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ
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