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TP

Troy E. Patterson

GUIDESTONE FINANCIAL SERVICES
DALLAS, TX 75244-6152
Some features on this profile are disabled
CRD#: 5705791
TP
Troy Evert PattersonGUIDESTONE FINANCIAL SERVICES

Professional summary

Troy Evert Patterson, who also goes by Troy Patterson, is a registered financial professional currently at GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas.

Troy is registered as a RR (Registered Representative) and started their career in finance in 2010. Troy has worked at 2 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Aliases

Troy Patterson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Troy Evert Patterson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 1, 2013 - Present

GUIDESTONE FINANCIAL SERVICES

Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
BD
CRD#: 148249
DALLAS, TX
Past

July 16, 2010 - May 23, 2012

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.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/22/2025)
RR
Arkansas
(12/26/2019)
RR
California
(2/10/2026)
RR
Colorado
(1/6/2026)
RR
Kentucky
(12/26/2019)
RR
Mississippi
(1/22/2025)
RR
Missouri
(12/26/2019)
RR
North Carolina
(1/6/2026)
RR
Tennessee
(1/2/2020)
RR
Texas
(2/1/2013)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 3/6/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Status Unavailable
Passed: 7/15/2010
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Status Unavailable
Passed: 10/14/2015
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GF
GUIDESTONE FINANCIAL SERVICES
GUIDESTONE FINANCIAL SERVICES

CRD#: 148249 / SEC#: , 8-67995

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
Mailing Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
Phone number
(214) 720-6486
Established
Texas since 06/26/2008
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTIONMEMBER
ALDERMAN, RALPH WARREN JRDIRECTOR8333619
BAILEY, CHAD MICHAELPRESIDENT5567481
COOK, ROBERT SCOTTVICE PRESIDENT AND SECRETARY5587943
EMFINGER, GLENN DUDLEYDIRECTOR8324235
HALPIN, JEREMY LOWELLFINOP/CFO/TREASURER6560503
MOLINA, STEPHANIE JEANCHIEF COMPLIANCE OFFICER5115805
POWELL, KEITH ALLENDIRECTOR8328076
TUCKER, JASONDIRECTOR8141526

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GUIDESTONE FINANCIAL SERVICES

CRD#: 148249Dallas, TX 75244-6152

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