Dallas Texas Financial Planner

1001 Cross Timbers Rd. • Suite 2100
Flower Mound, TX 75028
Monday – Friday • 8:00am – 5:00pm

972-874-1300 (o)
972-874-1311 (f)

Tim Patterson

Tim Patterson

Contact Tim

Affiliated Financial Advisor Certified Business and Personal Coach Registered Representative* Tim provides coaching and consulting services to the advisors and employees within the Feliciano Financial Group family. With Series 6 & 63 and Group 1 licenses, Tim offices in north Dallas and also serves the firm as a Registered Representative with his production focused on the Dallas/Fort Worth area. He joined Feliciano Financial Group in November 2007 and previously was an investment representative and life agent for New York Life. Tim is a graduate of The University of Texas @ Austin with a Bachelor’s Degree in Business Administration and had an extensive portion of his career in management within the radio industry.  He is an avid and passionate Longhorn sports fan and also enjoys running, golf, baseball, following  his son’s athletic  pursuits , and the weekly workout effort of keeping in top physical condition. He is active in the Parent’s Chapter of FCA and holds the position of VP Marketing/Treasurer for their High School Baseball Booster Club.

Tim resides in Dallas with his wife, Janet and their two sons, Matt and Jake.

Securities and Investment Advisory Services offered through Lion Street Financial LLC., Member FINRA & SIPC, and Registered Investment Advisor. Feliciano Financial Group and Lion Street Financial LLC. are non affiliated entities.

Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 8:00 AM - 5:00 PM  |  Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

This site is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

DOL ERISA: Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.  Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.

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