Patrick Fontana is a CFP-designated registered investment advisor, based in Dallas, TX, with 26 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold.
Location
12240 Inwood Rd, Suite 450, Dallas, TX, 75240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is writing a book called "Faith, Patience, Discipline" and manages the related business. He also owns Dallas Wealth Advisors, Fontana Financial Planning, Fontana Financial Planning LLC, and Ivey Holdings LLC (rental real estate), dedicating significant time to these ventures.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations41 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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