TP
Timothy R. Painter
LINDUS ADVISORS
Dallas, TX 75230-1329
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CRD#: 1616727
TP
Professional summary
Timothy Richard Painter, who also goes by Tim Painter, is a registered financial advisor currently at LINDUS ADVISORS, INC. located in Dallas, Texas.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Timothy has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Painter
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Alcove Senior Advocates, Non-Investment Related Business, 12900 Preston Road, Suite 602, Dallas, Texas 75230, Senior Housing Referral Business, Owner/Senior Advocate, approximately 10 hours per month. Mr. Painter is owner and operator of Alcove Senior Advocates, a non-investment related business, 12900 Preston Road, Suite 602, Dallas, Texas 75230. Through Alcove, Mr. Painter provides referrals to senior living communities to seniors and their families. This is not an investment-related activity. Licensed Insurance Agent- Financial Services/ Investment related business. Timothy R. Painter is a licensed insurance agent and in such capacity may recommend, on a fully-disclosed commission basis, the purchase of certain insurance products. A conflict of interest exists to the extent that LAI recommends the purchase of insurance products where Timothy R. Painter receives insurance commissions or other additional compensation. Ancillary activity typically 10 hours per month. This business activity is independent of Lindus Advisors and is operated via Aero Magister, LLC at 5706 Boca Raton Drive, Dallas TX 75230. This activity is investment related. Aviation Services - Timothy R. Painter is a FAA licensed pilot holding Certificates as an Airline Transport Pilot, Commercial Pilot, Certified Flight Instructor, and Advanced and Instrument Ground Instructor. Mr. Painter occasionally exercises his flying skills serving as a volunteer pilot for charity and humanitarian efforts. Mr. Painter also occasionally provides pilot services or flight instruction for which he receives compensation. Typically outside normal market hours. This non-investment related business is operated via Aero Magister LLC at 5706 Boca Raton Drive, Dallas TX 75230.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Richard Painter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2003 - Present
LINDUS ADVISORS, INC.
Office #1: 12900 Preston Road Suite 602, Dallas, TX 75230-1329RIA
CRD#: 114782
Dallas, TX
Past
May 10, 2002 - February 14, 2003
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
January 15, 1994 - May 30, 2000
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
February 3, 1992 - December 31, 1992
SIGNAL SECURITIES, INC.
BD
CRD#: 15916
FORT WORTH, TX
Past
February 17, 1987 - November 1, 1991
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(1/17/2014)
IAR
Texas(1/3/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
LA
LINDUS ADVISORS, INC.
LINDUS ADVISORS, INC.
CRD#: 114782 / SEC#:
Louisiana
Registered Investment Advisory firm - (1/10/2014 Approved)Texas
Registered Investment Advisory firm - (1/3/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12900 Preston Road Suite 602, Dallas, TX 75230-1329
Mailing Address
Phone number
(972) 387-8474
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 10,692,272 |
Red Flags
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Company Information
LINDUS ADVISORS, INC.
CRD#: 114782Dallas, TX 75230-1329TRUST BUT VERIFY
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