Daniel FieldsCRD 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.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|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|
Total Assets Under Management335MILLIONS
Total Number of Accounts1,538ACCOUNTS
Average Account Value$217,643
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AZ, CA, OR, TX, WA
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