Doak Belt, financial advisor La Jolla CA

Doak Belt

CRD Number: 2975913
Current Firm: First Of Georgia

Doak Belt (CRD# 2975913) is an Investment Advisor Representative working at First Of Georgia in La Jolla, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Signature Resources Capital Management LLC Irvine, CA May 2018 - Current 3
Massmutual Life Insurance Company La Jolla, CA Apr 2014 - Current 7
Mml Investors Services LLC La Jolla, CA Apr 2014 - Current 7
True Concepts Financial Insurance Services, Inc. La Jolla, CA Mar 2011 - Current 10
True Concepts Financial And Insurance Services, Inc. La Jolla, CA Mar 2011 - Current 10
The O.n. Equity Sales Company Cincinatti, OH Oct 2010 - Mar 2014 3
Ohio National Financial Services Cincinatti, OH Aug 2004 - Mar 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for Doak R. Belt
Phone Number: (239) 593-5525
Firm Website: http://www.namcoa.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    267
    MILLIONS
  • Total Number of Accounts
    507
    ACCOUNTS
  • Average Account Value
    $526,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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