Robert Felty, financial advisor Dallas TX

Robert Felty

CRD Number: 4651762
Current Firm: Penn Davis Mcfarland Inc.

Robert Felty (CRD# 4651762) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Penn Davis Mcfarland Inc. Dallas, TX Nov 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2003
Contact Info for Robert E. Felty
Phone Number: 214-871-2772
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    843
    MILLIONS
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $3,413,775
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

TX

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