Darla
Felix

S.G. Long & Company

CRD#5874509
Investment Advisor
in Missoula, MT

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About this Advisor

Darla Felix is a financial advisor in Missoula, Montana. Currently a registered investment advisor with S.G. Long & Company, they have accumulated 10 years of work experience in the financial advisory industry. Felix has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Felix is registered to operate in Montana. Over the course of their career, Felix has held roles at S.G. Long & Company, Sleeping Child Farms and Sg Long & Company. S.G. Long & Company is headquartered in Missoula, Montana. In aggregate, S.G. Long & Company retains 11 staff members. None of the advisor firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. S.G. Long & Company can offer financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

283 West Front Suite 302 Suite 302
Missoula, MT 59802-4328

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S.G. Long & Company Brokerage Details

Total Number of Employees

11

MT Average: 66

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Darla Felix Work History

Darla has 10 years of experience.

2014 - Present (7 years)

Sg Long & Company

2010 - 2012 (2 years)

S.G. Long & Company

2010 - 2014 (4 years)

Sleeping Child Farms

Disclosures

Darla Felix has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at S.G. Long & Company

Darla Felix
Missoula, MT
Kelly Long
Missoula, MT
Kenneth Freseman
Missoula, MT
Donald Gaumer
Missoula, MT
Joshua Denney
Missoula, MT
Joshua Eder
Missoula, MT
Tessa Greene
Missoula, MT
Kelly Mwila
Missoula, MT

This content was compiled from the SEC and FINRA.

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