Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Laurence Fields has been in the financial industry since 1995, specializing in portfolio management for individuals and financial planning. David is a registered Investment Advisor Representative in Arkansas, Georgia, Indiana, and Texas. D.l. Fields Advisory Group, LLC has offices in Bentonville, Arkansas. David currently has over 18 million in total assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
AR
01/23/2017 - Present
D.l. Fields Advisory Group, LLC (BENTONVILLE AR)
TX
07/08/2014 - 12/31/2016
MONEY CONCEPTS CAPITAL CORP (NEW BOSTON TX)
CO
11/16/2012 - 07/08/2014
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
03/23/2012 - 11/01/2012
FMG DISTRIBUTORS, INC. (NEW CANAAN CT)
IN
03/10/2008 - 03/25/2008
ESSEX NATIONAL SECURITIES, INC. (INDIANAPOLIS IN)
IN
05/09/2007 - 03/10/2008
IFMG SECURITIES, INC. (CARMEL IN)
IN
02/26/2007 - 04/19/2007
NATCITY INVESTMENTS, INC. (GREENWOOD IN)
IN
04/26/2006 - 02/23/2007
WOODBURY FINANCIAL SERVICES, INC. (RUSHVILLE IN)
IL
07/06/2005 - 11/03/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/19/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
04/09/2003 - 10/07/2003
PMG SECURITIES CORPORATION (ELGIN IL)
FL
09/04/2002 - 04/09/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
SC
08/28/2001 - 03/27/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
04/12/1999 - 11/24/2000
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CT
07/24/1997 - 04/26/1999
FMG DISTRIBUTORS, INC. (NEW CANAAN CT)
IL
11/22/1995 - 03/17/1997
PMG SECURITIES CORPORATION (ELGIN IL)
BC
Issued 01/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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