George Fields, financial advisor Littleton CO

George Fields

CRD Number: 868364
Current Firm: Securities America Advisors, Inc.

George Fields (CRD# 868364) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Littleton, CO and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Littleton, CO Jan 2017 - Current 7
Securities America Advisors Littleton, CO Jan 2017 - Current 7
Capital Resource Group, Inc. Littleton, CO Jun 1995 - Current 28
Summit Brokerage Services, Inc. Littleton, CO Sep 2016 - Jan 2017 < 1
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Jan 2017 < 1
Vsr Advisory Services, Inc. Overland Park, KS Aug 2007 - Sep 2016 9
Vsr Financial Services, Inc. Overland Park, KS Jun 1998 - Sep 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for George P. Fields
Phone Number: 402-399-9111
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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