Unclaimed Profile

Rebecca Velena Patel

PRECEPT ADVISORY GROUP LLC·IRVINE, California

Clean recordPRECEPT ADVISORY GROUP LLC

130 THEORY, IRVINE, CA 92617CRD# 4147457Firm CRD# 152776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Velena Patel · IRVINE, CA

Registration

CRD #4147457 · PRECEPT ADVISORY GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rebecca Velena Patel is a registered financial advisor based in IRVINE, California, affiliated with PRECEPT ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

PRECEPT ADVISORY GROUP LLC

AUM

$4.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRECEPT ADVISORY GROUP LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4147457

Firm CRD# 152776

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Frequently Asked Questions

What services does Rebecca Velena Patel offer?

Rebecca Velena Patel specializes in Wealth Management. Contact their office in IRVINE, California for a consultation.

What are Rebecca Velena Patel's credentials?

Rebecca Velena Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Velena Patel located?

Rebecca Velena Patel is based in IRVINE, California, working with PRECEPT ADVISORY GROUP LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Rebecca Velena Patel charge for services?

Rebecca Velena Patel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRECEPT ADVISORY GROUP LLC?

PRECEPT ADVISORY GROUP LLC has approximately 8 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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