Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven George Harrison

D.l. Fields Advisory Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven George Harrison

Steven Harrison is an Investment Advisor Representative at D.l. Fields Advisory Group, LLC. Steven is registered with the state of Georgia. Steven has been in the securities industry since 2012 and holds a Series 65 license. Steven works with individuals and has experience in the financial planning, educational seminars, and portfolio management industries.

Firm Information

Steven Harrison is currently registered with D.l. Fields Advisory Group, LLC. D.l. Fields Advisory Group, LLC is an investment advisory firm that provides financial planning and portfolio management services to individuals and high net worth individuals. They manage approximately $18 million in assets for 207 clients.

$18.00M

Assets Under Management

Not reported

Total Clients

4

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.

check

financial planning services

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Harrison’s Registration & Firm History

GA

09/20/2022 - Present

D.l. Fields Advisory Group, LLC (Duluth GA)

Not sure if Steven George Harrison is right for you?

Licenses & Designations

IA

Issued 08/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven George Harrison.
Not sure if Steven George Harrison is right for you?