Corrine Fields (CRD# 5297752) is an Investment Advisor Representative working at Orin Green Financial, LLC in San Diego, CA and has over 16 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orin Green Financial, LLC | San Diego, CA | Dec 2016 - Current | 7 |
| Ameriprise Financial Services Inc. | San Diego, CA | Aug 2014 - Dec 2016 | 2 |
| Sagepoint Financial, Inc. | Santa Barbara, CA | Jun 2013 - Jul 2014 | 1 |
| Ameriflex Financial Services | Santa Barbara, CA | May 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- CA
-
Total Assets Under Management409MILLIONS
-
Total Number of Accounts825ACCOUNTS
-
Average Account Value$495,446
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, NC, NE, NH
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