Anthony Debellis, financial advisor Carlsbad CA

Anthony Debellis

CRD Number: 2242997
Current Firm: Debellis Financial Services, Inc.

Anthony Debellis (CRD# 2242997) is an Investment Advisor Representative working at Debellis Financial Services, Inc. in Carlsbad, CA and has over 31 years of experience in the finance industry. Anthony Debellis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
De Bellis Financial Services, Inc. Carlsbad, CA May 2003 - Current 20
The Cathedral Group, LLC Carlsbad, CA Mar 2014 - Dec 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
Contact Info for Anthony M. Debellis
Phone Number: 760-635-1122
Registered State(s):
  • CA
Current Firm Details
Debellis Financial Services, Inc.
Firm's CRD Number: 171593
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA

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