Fellows Tax & Financial Service
David Fellows
EA
22 Years of Experience
- Insurance License# 4990
- Firm CRD# 6413
- Series 6, 7, 63
- CRD# 2192004
Offers & Pledges
- I provide a free initial consultation:
My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:
Managed asset plans - for professional fee-based portfolio management through LPL Financial
Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
College planning - long-term planning to ensure you’re ready when your children are
Retirement planning - to design an investment strategy to help you meet all of your retirement goals
Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
Securities Offered Through LPL Financial A Registered Investment Adviser. Member FINRA/SIPC
HIGHLIGHTS
| General Information |
| Insurance License#: | 4990 |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | Private Trust Company |
| States Licensed in: | AZ, CA, WI |
| Number of Years with Current Firm: | 3 |
| I work with the following types of clients: | Individual Investors , Businesses |
| Services |
| Investment Types: | Insurance , Mutual Funds , Bonds , Stocks , Annuities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI) |
| Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability , Accident , Long Term Care , Variable Annuity , Variable Life , Annuity , Life |
| Financial Organization Memberships: | National Association of Insurance and Financial Advisors (NAIFA) , Financial Planning Association (FPA) |
| Non-Financial Organization Memberships: |
National Association of Enrolled Agents National Association of Tax Professionals |
| Compliance |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
| Compensation & Fees |
| Fee Structure: | I am a fee-based financial professional |
| Minimum Portfolio Size for New Managed Accounts: | 50000 |
| Compensation Methods: | Based on Assets |
Articles
Seniors shoulder a surprisingly large credit card debt burden
Younger generations of Americans have long looked up to their elders as
paragons of good financial common sense. The "Greatest Generation" managed
to get through the country's toughest economic conditions with a dogged
attitude about saving and minimal spending. So it's surprising to find out
that many seniors are facing high levels of credit card debt.
more
Digitize and organize your finances in the new year
Being smarter about money is one of the most common New Year's resolutions,
whether it's cutting back on spending, saving more, or making sure to pay
bills on time to avoid late fees. Making good on those promises is easier
than ever, thanks to the gadgets that are constantly by our sides or in our
hands.
more
Five vital questions to prepare for your financial future
Have you ever wondered if you'll be able to afford retirement? Do you
question if your finances will keep you afloat if your family were to
experience a medical emergency or another expensive and unplanned event?
Take one hour to review your finances and discover if there are areas where
your plans can be stronger.
more
Office Hours
 |
Mon. | 9:00 AM - 5:00 PM | |
Tue. | 9:00 AM - 5:00 PM | |
Wed. | 9:00 AM - 5:00 PM | |
Thu. | 9:00 AM - 5:00 PM | |
Fri. | 9:00 AM - 5:00 PM |
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