William Fields, financial advisor Owings MD

William Fields

CRD Number: 6239079
Current Firm: Wd Financial Solutions

William Fields (CRD# 6239079) is an Investment Advisor Representative working at Wd Financial Solutions in Owings, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Wealth Development Financial Solutions Owings, MD Feb 2021 - Current 1
Optimum Business Services Lanham, MD Jan 2020 - Current 2
Optimum Homes, Inc. Lanham, MD Nov 2015 - Current 6
Pfs Investments Inc. Crofton, MD Feb 2014 - Oct 2019 5
Primerica Financial Services Crofton, MD Apr 2012 - Jun 2019 7
Giant Of Maryland, LLC Dunkrik, MD Nov 2014 - Jan 2015 < 1
Unemployed Owings, MD Aug 2011 - Nov 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2021
Contact Info for William D. Fields
Phone Number: (202) 505-7526 (PLAN)
Registered State(s):
  • MD
Current Firm Details
Wd Financial Solutions
Firm's CRD Number: 314504
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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