Stewart Fields (CRD# 5881621) is an Investment Advisor Representative working at Openair Financial, LLC in Dallas, TX and has over 12 years of experience in the finance industry. Stewart Fields has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Openair Financial, LLC | Southlake, TX | Mar 2019 - Current | 5 |
| Openair Advisory, LLC | Southlake, TX | Jan 2019 - Current | 5 |
| Openair Financial, LLC | Southlake, TX | Jan 2019 - Current | 5 |
| Lake Point Wealth Management, LLC | Rockwall, TX | May 2016 - Mar 2019 | 2 |
| Lake Point Wealth Management, LLC | Rockwall, TX | Sep 2015 - May 2016 | < 1 |
| 360 Wealth Management LLC | Dallas, TX | Sep 2014 - Sep 2015 | 1 |
| Lpl Financial LLC | Dallas, TX | Aug 2014 - Sep 2015 | 1 |
| United Capital Financial Advisers, LLC | Dallas, TX | Feb 2013 - Jul 2014 | 1 |
| Girard Securities | San Diego, CA | Oct 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- TX
-
Total Assets Under Management175MILLIONS
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Total Number of Accounts793ACCOUNTS
-
Average Account Value$220,681
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
TX, UT
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