linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jose Anselmo Feliciano

Lion Street Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jose? Claim Your Profile

About Jose Anselmo Feliciano

Jose Feliciano is an investment advisor representative, with experience in the financial services industry since 1993. Jose is currently registered with Lion Street Advisors, LLC. Jose Feliciano is also registered with the state of Texas as an investment advisor representative. Previously, Jose Feliciano was registered with Woodbury Financial Services, Inc. Jose Feliciano is a licensed insurance producer and holds several licenses and professional designations.

Firm Information

Jose Feliciano is currently registered with Lion Street Advisors, LLC. Lion Street Advisors, LLC is an investment advisory firm based in Austin, TX, with over 141 investment advisor representatives and 126 licensed agents. The firm manages over $2.3 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, and other investment advisors. Lion Street Advisors provides financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and wrap fee program participation.
Lion Street Advisors, LLC

300 COLORADO

AUSTIN, TX 78701

$2.34B

Assets Under Management

Not reported

Total Clients

120

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jose Feliciano’s Registration & Firm History

TX

05/26/2017 - Present

Lion Street Advisors, LLC (TYLER TX)

TX

01/25/1993 - 04/28/2017

WOODBURY FINANCIAL SERVICES, INC. (TYLER TX)

Not sure if Jose Anselmo Feliciano is right for you?

Licenses & Designations

IA

Issued 12/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1998

Series 7 - General Securities Representative Examination

BC

Issued 01/21/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Jose Anselmo Feliciano. Review regulatory record here.
Not sure if Jose Anselmo Feliciano is right for you?