Doak
Belt
Namcoa
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About this Advisor
Doak Belt is a financial advisor working in La Jolla, California with a total of 2 years of relevant experience. Belt is on the advisory team at Namcoa. Throughout their career, Belt has worked at The O.N. Equity Sales Company, Ohio National Financial Services, Massmutual Life Insurance Company, Mml Investors Services LLC, Signature Resources Capital Management LLC, True Concepts Financial Insurance Services, Inc, Provisors and True Concepts Financial And Insurance Services, Inc. Belt holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Namcoa is a financial advisory company based out of Naples, FL. The firm has offices in 18 locations and a total of 14 financial advisors. It controls $236 million in total assets between its 251 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advice to two charitable organizations. Of its 251 client accounts, 17% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management typically depend on the type of financial services offered. Fees charged by Namcoa may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Namcoa Brokerage Details
$236,043,677
14
251
$940,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Doak Belt Work History
Doak has been registered as a financial advisor for 2 years.*
Signature Resources Capital Management LLC
Massmutual Life Insurance Company
Mml Investors Services LLC
True Concepts Financial Insurance Services, Inc
True Concepts Financial And Insurance Services, Inc
Provisors
The O.N. Equity Sales Company
Ohio National Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Doak Belt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Namcoa
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Estero, FL
Naples, FL
Naples, FL
Naples, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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