Last Updated: February 2026 – Granbury, TX
Here’s what you need to know about Granbury, TX, stockbroker Carrie Dalene Bellamy:
- Name: Carrie Dalene Bellamy
- Alias: Carrie Dalene Daniels, Carrie Dalene Gil
- 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
- Customer Dispute Alleged 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.
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.
The claim sought damages of $27,000. In 8/2025 the company “denied” the claim and it does not appear at this time that the customer has pursued the further. See below for our advice if you have a claim “denied” by your financial advisor.
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 as 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.
Has Your Brokerage Firm “Denied” Your Claim for Damages Due to Stockbroker Malpractice?
It is quite common (and predictable as well) for brokerage firms to deny a customer’s complaint made directly to the company. Firms know that in many, if not most, instances telling the customer “we don’t think it’s our fault” will be the end to the problem.
Firms seldom, if ever, offer adequate resolution when a customer deals directly with the brokerage firm. In the unlikely event the firm does actually agree to discuss settlement , the firm will generally attempt to have you settle your case for a fraction of what it is worth.
If you think there is a problem with the way your account has been handled, or if you have had your claim “denied”, talk to an experienced securities attorney to learn your rights and to learn what the true value of your claim may be.
We do not charge to evaluate a case.
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.