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Corrine Nicole Fields

Orin Green Financial, LLC

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About Corrine Nicole Fields

Corrine Nicole Fields is a financial advisor at Orin Green Financial, LLC in San Diego, CA. Corrine has over 10 years of experience in the financial industry. Prior to joining Orin Green Financial, LLC, Corrine worked at Ameriprise Financial Services, Inc. Corrine holds the Series 66, Series 7, and SIE licenses. Corrine specializes in providing financial planning, pension consulting, and portfolio management services to individuals and charitable organizations.

Firm Information

Corrine Fields is currently registered with Orin Green Financial, LLC. Orin Green Financial, LLC is an investment advisor headquartered in San Diego, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and charitable organizations. The firm has a total of 825 accounts with $408,742,848 in regulatory assets under management.
Orin Green Financial, LLC

9820 WILLOW CREEK ROAD

SAN DIEGO, CA 92131

$408.74M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Corrine Fields’s Registration & Firm History

CA

12/21/2016 - Present

Orin Green Financial, LLC (SAN DIEGO CA)

CA

08/12/2014 - 12/21/2016

AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)

CA

06/10/2013 - 08/01/2014

SAGEPOINT FINANCIAL, INC. (SANTA BARBARA CA)

CA

05/30/2012 - 06/19/2013

NFP SECURITIES, INC. (WESTLAKE VILLAGE CA)

CA

02/20/2008 - 05/18/2012

AMERIPRISE FINANCIAL SERVICES, INC. (WOODLAND HILLS CA)

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Licenses & Designations

BOTH

Issued 01/29/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Corrine Nicole Fields.
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