Loren Fields, financial advisor North Augusta SC

Loren Fields

CRD Number: 6730088
Current Firm: Edward Jones

Loren Fields (CRD# 6730088) is an Investment Advisor Representative working at Edward Jones in North Augusta, SC and has over 7 years of experience in the finance industry.

Similar Advisors
James Adams, financial advisor North Augusta SC
James L. Adams
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Robert Adams, financial advisor North Augusta SC
Robert K. Adams
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Frank Anderson, financial advisor North Augusta SC
Frank W. Anderson
CRD# 5101699
Osaic Wealth, Inc.
Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2016 - Current 7
Trugreen North Augusta, SC Apr 2016 - Nov 2016 < 1
Unemployed North Augusta, SC Jan 2016 - Mar 2016 < 1
Comcast / Nbc Universal Augusta, GA Mar 2014 - Dec 2015 1
Department Of Homeland Security Augusta, GA Oct 2011 - Mar 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Loren S. Fields
Phone Number: 314-515-2000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.