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CF

Corrine N. Fields

WILLOW CREEK FINANCIAL
San Diego, CA 92131
Some features on this profile are disabled
CRD#: 5297752
CF

Professional summary

Corrine Nicole Fields, CFP®, who also goes by Corrine Nicole Barroso, is a registered financial advisor currently at WILLOW CREEK FINANCIAL located in San Diego, California.

Corrine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Corrine has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Corrine Nicole Barroso

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corrine Nicole Fields's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

December 21, 2016 - Present

WILLOW CREEK FINANCIAL

Office #1: 9820 Willow Creek Road Suite 210, San Diego, CA 92131
RIA
CRD#: 285670
San Diego, CA
Past

August 12, 2014 - December 21, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SAN DIEGO, CA
Past

August 12, 2014 - December 21, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
SAN DIEGO, CA
Past

June 26, 2013 - August 1, 2014

OSAIC SERVICES, INC.

RIA
CRD#: 133763
SANTA BARBARA, CA
Past

June 10, 2013 - August 1, 2014

OSAIC SERVICES, INC.

BD
CRD#: 133763
SANTA BARBARA, CA
Past

May 31, 2012 - June 19, 2013

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
WESTLAKE VILLAGE, CA
Past

May 30, 2012 - June 19, 2013

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
WESTLAKE VILLAGE, CA
Past

February 13, 2009 - May 18, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
WOODLAND HILLS, CA
Past

February 20, 2008 - May 18, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
WOODLAND HILLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WILLOW CREEK FINANCIAL
ORIN GREEN & ASSOCIATES | WILLOW CREEK FINANCIAL | ORIN GREEN FINANCIAL, LLC

CRD#: 285670 / SEC#: 801-108776

RIA
Registered Investment Advisory firm - (12/21/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/21/2016)
IAR
Texas
(4/15/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/29/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/21/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/19/2008
General Securities Representative Examination

Current Firm

WC
WILLOW CREEK FINANCIAL
ORIN GREEN & ASSOCIATES | WILLOW CREEK FINANCIAL | ORIN GREEN FINANCIAL, LLC

CRD#: 285670 / SEC#: 801-108776

RIA
Registered Investment Advisory firm - (12/21/2016 Approved)
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Contact information

Main Address
9820 Willow Creek Road Suite 210, San Diego, CA 92131
Mailing Address
Phone number
(858) 634-3232
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A, APPENDIX 1 - WRAP BROCHURE - ORIN GREEN FINANCIAL (3/27/2025)
FORM ADV PART 2A - FIRM BROCHURE - ORIN GREEN FINANCIAL (3/27/2025)

Regulatory assets under management

Total Number of Accounts837
AUM (Assets Under Management)$ 463,832,776

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WILLOW CREEK FINANCIAL

CRD#: 285670San Diego, CA 92131

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