Doak Belt (CRD# 2975913) is an Investment Advisor Representative working at Namcoa in La Jolla, CA and has over 26 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Massmutual Life Insurance Company | La Jolla, CA | Apr 2014 - Current | 10 |
| True Concepts Financial Insurance Services, Inc. | La Jolla, CA | Mar 2011 - Current | 13 |
| True Concepts Financial And Insurance Services, Inc. | La Jolla, CA | Mar 2011 - Current | 13 |
| Provisors | Los Angeles, CA | May 2019 - May 2021 | 2 |
| Signature Resources Capital Management LLC | Irvine, CA | May 2018 - Apr 2021 | 2 |
| Mml Investors Services LLC | La Jolla, CA | Apr 2014 - Jun 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CA
-
Total Assets Under Management278MILLIONS
-
Total Number of Accounts368ACCOUNTS
-
Average Account Value$754,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AZ, CA, CO, FL, GA, IA, IL, LA, MI, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TX, WV
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