Stephens
47yrs
Top advisor by experience in Louisiana
7yrs
Ami Patel
Financial advisor at Cetera Investment Advisers
Ami Patel is a fiduciary financial advisor in Shreveport, Louisiana, with 7 years in the industry. Ami joined Cetera Investment Advisers in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 233 advisors with offices in Shreveport, and one of 204 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office6602 Youree Drive, Shreveport, LA 71105
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowCetera Investment Advisers LLCCurrent firm
Contact Ami
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Ami. 6602 Youree DriveShreveport, LA 71105Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ami
Tailored to Ami’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ami
How do I contact Ami?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Ami Patel. Ami works from the Shreveport, LA office.
How long has Ami been a financial advisor?
Ami has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Ami hold?
Series 66. Tap any license on this page to see what it allows.
Is Ami a fiduciary?
Ami is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ami paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ami for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Raymond James & Associates
45yrs
Top 1% by experience in Louisiana
Ameriprise Financial Services
44yrs
Top 1% by experience in Shreveport
Stephens
44yrs
Top 1% by experience in Louisiana
Wells Fargo Advisors
43yrs
Top 2% by experience in Shreveport
R.S. Mattei & Company
42yrs
Top 2% by experience in Louisiana