Biren Patel
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCDec 2022 to now
- ST. Mary's BankDec 2022 to now
- Fidelity InvestmentsJun 2020 to Dec 2022
- Infinex Investments, IncJul 2019 to Jun 2020
- Bar Harbor Bank and TrustJun 2019 to Jun 2020
- Citizens Investment ServicesFeb 2019 to Jun 2019
- Pruco Securities LLCNov 2018 to Feb 2019
- UnemployedAug 2018 to Nov 2018
- TD BankDec 2015 to Jul 2018
- University of Massachusetts LowellSep 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6997982
- Firm CRD
- 6413