Robert
Felty
Penn Davis Mcfarland Inc
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About this Advisor
Robert Felty is a financial advisor who works in Dallas, Texas with a total of 10 years of industry experience. Felty is an advisor for Penn Davis Mcfarland Inc. They have been employed by Penn Davis Mcfarland Inc for their entire career. Felty holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Penn Davis Mcfarland Inc is a registered investment company operating out of Dallas, TX. It oversees $698 million in total assets across its 216 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 216 customer accounts, 73% are held by high-net-worth clients who have more than $1 million in assets. Penn Davis Mcfarland Inc performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely vary depending on which services are offered. However, fee types charged by Penn Davis Mcfarland Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Penn Davis Mcfarland Inc Brokerage Details
$698,132,126
8
216
$3,232,093
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Robert Felty Work History
Robert has been registered as a financial advisor for 10 years.*
Penn Davis Mcfarland Inc
*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 Robert Felty 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 Penn Davis Mcfarland Inc
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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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