Allison Patella is a CFP-designated registered investment advisor, based in Dallas, TX, with 9 years of industry experience. Allison is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8411 Preston Road, Suite 700, Dallas, TX, 75225
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hightower Advisors, LLC
November 2023 - Present · 2 yrs 11 mos
Hightower Securities, LLCBroker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Dimensional Fund Advisors LP
June 2017 - September 2023 · 6 yrs 3 mos
Dfa Securities LLCBroker
January 2017 - September 2023 · 6 yrs 8 mos
State Registrations7 states
ARFLNMNYSDTXWA
AdvisorBrokerBoth
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
No exam information available for this advisor.
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