George FieldsCRD Number: 868364
Current Firm: Securities America Advisors, Inc.
George Fields (CRD# 868364) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Littleton, CO and has over 31 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Securities America Advisors||Littleton, CO||Jan 2017 - Current||1|
|Securities America, Inc.||Littleton, CO||Jan 2017 - Current||1|
|Capital Resource Group, Inc.||Littleton, CO||Jun 1995 - Current||22|
|Summit Brokerage Services, Inc.||Littleton, CO||Sep 2016 - Jan 2017||< 1|
|Summit Financial Group Inc.||Boca Raton, FL||Sep 2016 - Jan 2017||< 1|
|Vsr Advisory Services, Inc.||Overland Park, KS||Aug 2007 - Sep 2016||9|
|Vsr Financial Services, Inc.||Overland Park, KS||Jun 1998 - Sep 2016||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1986|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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