Last Updated: July 2025 – Granbury, TX
Here’s what you need to know about Granbury, TX, stockbroker Carrie Dalene Bellamy:
- Name: Carrie Dalene Bellamy
- CRD Number: 5732738
- Current Employer: Edward D. Jones & Co., L.P. (Edward Jones)
- Function: Stockbroker / Financial Advisor
- Primary Location: Granbury, TX
- Can Carrie Bellamy be sued in FINRA arbitration? Yes
- Sanctioned by FINRA or other regulators? No
- Pending Customer Dispute Seeks Damages of:$27,000
If you’ve sustained damages from Ms. Bellamy, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Carrie Bellamy As Your Stockbroker?
A customer of Edward Jones made a complaint in May 2025, alleging that Carrie Bellamy recommended unsuitable investments in Emerge Energy Services and Stonemor Partners The client and his son assert that these investments were too aggressive and did not align with their investment objectives or risk tolerance.
The claim is pending and seeks damages of $27,000.
These allegations potentially implicate FINRA Rule 2111 (Suitability), which requires brokers to recommend investment strategies that are appropriate based on an investor’s risk profile, investment goals, and financial situation.
FINRA Rule 2111- suitability -Regulation Best Interest
Allegations of Broker Misconduct Against Carrie D. Bellamy
- Unsuitable investment recommendations involving direct participation programs (DPPs) and limited partnership (LP) interests
- Failure to align investment recommendations with the client’s financial goals and risk tolerance
In May 2019 the New York Stock Exchange commenced proceedings to delist the common units representing limited partner interests of Emerge Energy Services, ticker EMES, from the NYSE. Trading in the units was suspended. NYSE Regulation reached its decision to delist the common stock pursuant to Section 802.01B of the NYSE’s Listed Company Manual because the Company had fallen below the NYSE’s continued listing standard requiring listed companies to maintain an average global market capitalization over a consecutive 30 trading day period of at least $15,000,000.
StoneMor (now Everstory) was generally seen sa the second largest death care company in North America. Stonemor Partners was taken private in 2022, following a buy-out offer from its largest shareholder, Axar Capital Management. In April 2023 StoneMor changed their name to Everstory Partners.
Recover Your Investment Losses Now With Rex Securities Law
Our Investigations of Other Edward Jones brokers
If you have suffered investment losses in an account handled by Carrie Dalene Bellamy, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.