Darla Felix has been Chief Financial Officer/ Chief Compliance Officer/Secretary of SGL Investment Advisors since March 2023, is a control person of the firm and directly owns under 5% of it. Darla Felix holds a B.A. from Washington State University, a B.S. in Computer Science and Business Systems from Montana Tech of the University of Montana and an MBA from the University of Montana (emphasis in Accounting).
SGL Investment Advisors, Inc. is a Missoula, MT firm with $440M under management, 883 clients and 6 advisers in one office, as of its September 2026 filing.
Darla Felix is Chief Financial Officer, Chief Compliance Officer and Human Resources Manager of SG Long Financial. She also serves as a Financial Advisor and Investment Advisory Representative and has been in the financial services industry since 2010.
- S.G. Long & CompanyAlso current– present · 8 yearsMissoula, MT · Adviser representative · Firm CRD 47511
Professional designations
Listed by SGL Investment Advisors
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Darla Felix is registered as an investment adviser representative in Montana, since January 2018.
- MontanaSince 16 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 24 | General Securities Principal Examination | 6 December 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 September 2015 |
| Series 7 | General Securities Representative Examination | 21 May 2015 |
| Series 27 | Financial and Operations Principal Examination | 8 September 2014 |
- Name
- Operations Professional Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Financial and Operations Principal Examination
- Full name
- Darla Marie Felix
- CRD
- 5874509
- Firm
- SGL Investment Advisors · CRD 145167
- Role
- Chief Financial Officer/ Chief Compliance Officer/Secretary
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sglongfinancial.com
Where does Darla Felix work?
Darla Felix has been Chief Financial Officer/ Chief Compliance Officer/Secretary of SGL Investment Advisors, Inc. since March 2023, and is a control person of the firm.
Is Darla Felix a financial advisor?
Yes. Darla Felix has a current investment-adviser registration in Montana.
How many years of experience does Darla Felix have?
Darla Felix has 13 years in the financial industry, since October 2013, across 1 adviser firm.
What exams has Darla Felix passed?
Darla Felix has passed 5 licensing exams: the Series 27, Series 7, Series 66, Series 24 and Series 99TO. The earliest, the Series 27, was passed in September 2014. FINRA credited Darla Felix with the SIE, which began in October 2018.
Is Darla Felix registered with FINRA?
Yes. Darla Felix has a current broker registration, under CRD 5874509.
Source: FINRA BrokerCheck
How can I verify Darla Felix’s record?
Search CRD 5874509 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Darla Felix’s full registration record.
