Unclaimed Profile

Robert Earl Felty

PENN DAVIS MCFARLAND INC·DALLAS, Texas

Series 7, Series 66Clean record22 years registeredPENN DAVIS MCFARLAND INC

2626 COLE AVE STE 504, DALLAS, TX 75204CRD# 4651762Firm CRD# 110417

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Earl Felty · DALLAS, TX

Registration

CRD #4651762 · PENN DAVIS MCFARLAND INC · 22 years registered

Brand Profile

Not yet started

Career History

PENN DAVIS MCFARLAND INC

Mar 2013 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Nov 2012

DALLAS, TX

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2003 – Oct 2009

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 8, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENN DAVIS MCFARLAND INC

CRD 110417 · SEC 801-13038

AUM

$843M

Regulatory assets under management

Employees

247 client accounts

Services offered by PENN DAVIS MCFARLAND INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PENN DAVIS MCFARLAND INC →

Introduction

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Frequently Asked Questions

What services does Robert Earl Felty offer?

Robert Earl Felty specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are Robert Earl Felty's credentials?

Robert Earl Felty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Earl Felty located?

Robert Earl Felty is based in DALLAS, Texas, working with PENN DAVIS MCFARLAND INC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Robert Earl Felty charge for services?

Robert Earl Felty's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENN DAVIS MCFARLAND INC?

PENN DAVIS MCFARLAND INC has approximately 11 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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