Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Fields is a financial professional with over 40 years of experience in the financial services industry. George has a broad range of experience in both the Broker-Dealer and Investment Advisory world, including expertise in financial planning, insurance, and portfolio management. George currently works for Lexaurum Advisors, a firm that provides a variety of financial advisory services to individuals and businesses. George has a strong commitment to providing his clients with personalized advice and service.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Monthly fee
1
2
KS
09/23/2024 - Present
Lexaurum Advisors (OVERLAND PARK KS)
CO
01/27/2017 - 06/14/2024
SECURITIES AMERICA, INC. (LITTLETON CO)
CO
09/01/2016 - 02/07/2017
SUMMIT BROKERAGE SERVICES, INC. (LITTLETON CO)
CO
06/08/1998 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (LITTLETON CO)
NY
03/23/1990 - 06/09/1998
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
06/20/1985 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
08/25/1980 - 06/07/1985
CONSOLIDATED INVESTMENT SERVICES, INC.
NA
07/02/1979 - 05/25/1980
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 10/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure George Fields is the right advisor for you? Invested Better is here to help.
