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William Moore Benton

D.l. Fields Advisory Group, LLC

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About William Moore Benton

William Moore Benton is an investment advisor representative at D.l. Fields Advisory Group, LLC. William has been in the financial industry for over 10 years, and is licensed in Georgia. He is also a registered representative of the firm. In addition to his work with D.l. Fields Advisory Group, LLC, William is an Independent Insurance Agent, selling life insurance and annuities. William is a dedicated financial professional who is committed to providing his clients with personalized and comprehensive financial advice.

Firm Information

William Benton 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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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percentage of assets

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

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William Benton’s Registration & Firm History

AR

03/14/2022 - Present

D.l. Fields Advisory Group, LLC (BENTONVILLE AR)

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Licenses & Designations

IA

Issued 01/31/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Moore Benton.
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