Douglas BellfyCRD Number: 6311083
Current Firm: Garrett Investment Advisors, LLC
Douglas Bellfy (CRD# 6311083) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Eureka Springs, AR and has over 4 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Garrett Investment Advisors, LLC||South Glastonbury, CT||Mar 2014 - Current||3|
|Canberra Industries Inc.||Meriden, CT||Jan 2007 - Current||11|
|Saint Gobain Performance Plastics||Akron, OH||Jan 2005 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management41MILLIONS
Total Number of Accounts208ACCOUNTS
Average Account Value$198,786
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, CO, CT, FL, IL, KS, KY, MA, MI, MN, NY, OH, OR, PA, TX