Daniel Fields, financial advisor Seattle WA

Daniel Fields

CRD Number: 2230217
Current Firm: Oliver Capital Management

Daniel Fields (CRD# 2230217) is an Investment Advisor Representative working at Oliver Capital Management in Seattle, WA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Oliver Capital Management Seattle, WA Oct 2016 - Current 5
Voya Financial Advisors Tukwila, WA Sep 2014 - Oct 2016 2
Pacific Rim Financial Group Tukwila, WA Jan 2008 - Sep 2016 8
Old Goat Barbeque Society, LLC Kenmore, WA Mar 2012 - Oct 2014 2
Ing Financial Partners Tukwila, WA Oct 2006 - Sep 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Daniel F. Fields
Phone Number: 206-775-7500
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    335
    MILLIONS
  • Total Number of Accounts
    1,538
    ACCOUNTS
  • Average Account Value
    $217,643
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, OR, TX, WA

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