Patrick Fontana
Patrick Fontana is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
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
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