Donald Felty (CRD# 1484405) is an Investment Advisor Representative working at Donald Felty, LLC in Fairfield Township, OH and has over 37 years of experience in the finance industry.
CRD# 2932926
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Life Services | Cincinnati, OH | Oct 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
- OH
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts223ACCOUNTS
-
Average Account Value$37,628
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
KY, OH
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