Anthony De Bellis, financial advisor Jacksonville FL
96 score

Anthony De Bellis

CRD Number: 3098011
Current Firm: Cambridge Investment Research Advisors, Inc.

Anthony De Bellis (CRD# 3098011) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jacksonville, FL and has over 18 years of experience in the finance industry. Anthony De Bellis 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.

Similar Advisors
Daniel Orlovsky, financial advisor Jacksonville FL
Daniel J. Orlovsky
CRD# 1961196
Northwestern Mutual Investment Services,llc
Score
108
Similar Advisors
Michelle Ash, financial advisor Jacksonville FL
Michelle L. Ash
CRD# 4561598
Paragon Wealth Strategies, LLC
Score
103
Similar Advisors
Katie Burke, financial advisor Jacksonville FL
Katie G. Burke
CRD# 4962228
Wealth By Empowerment
Score
103
Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA May 2016 - Current < 1
Metlife Securities, Inc. Jacksonville, FL Jun 2010 - Apr 2016 5
Metlife Jacksonville, FL Jun 2010 - Apr 2016 5
Unemployed Jacksonville, FL Apr 2010 - May 2010 < 1
Ids Life Insurance Company Jacksonville, FL Jul 1998 - Mar 2010 11
American Express Financial Advisors Inc. Jacksonville, FL Jul 1998 - Mar 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
Contact Info for Anthony J. De Bellis
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Anthony De Bellis and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.