Darla Felix
Advisor at S.G. Long & Company
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
S.G. Long & Company
Location
Missoula, MT 59802-4328
Credentials
Series 66
Industry experience
12 years
About
Darla Felix is a Series 66-licensed advisor with S.G. Long & Company in Missoula, Montana, where she has worked since 2014, totaling 12 years of industry experience. She also holds roles as Chief Financial Officer and Human Resources Manager for affiliated firms, focusing on accounting and management. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofits, offering tailored investment strategies that align with clients’ goals and risk tolerance. The firm operates primarily on a non-discretionary basis and delivers many advisory services through wrap-fee programs sponsored by RBC Correspondent Services.
Fee options
$10,000+: 1.0% to 1.5% annually, negotiable based on account size, trading frequency, service needs, and other factors
Commissions from broker-dealer sales and insurance product sales; fees can be up-front, selling concessions, or ongoing trails.
Account minimum: $10,000 minimum investment, subject to portfolio type selected. Specific program minimums include $25,000 for the RBC Advisor Program and varying minimums for the RBC Unified Portfolio Program: $10,000 for Select Specialty Portfolios, $25,000 for SMAs, ETFs, and Mutual Funds, and $50,000 for Accounts with Tax Management Overlay.
Location
283 West Front Suite 302, Suite 302
Missoula, MT 59802-4328
Most active in
Darla F has reported serving >5 clients in these states in the last 12 months.
Montana
Work history
SG Long & Company
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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