William Delanzo Fields
Professional Summary
William Delanzo Fields, who also goes by Bill Fields, is a registered financial advisor currently at WD FINANCIAL SOLUTIONS located in Owings, Maryland. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Fields
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
WD FINANCIAL SOLUTIONS | WEALTH DEVELOPMENT FINANCIAL SOLUTIONS, LLC
Contact Information
Main Address
Owings, MDPhone Number
(202) 505-7526# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$193,326Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2014About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Delanzo Fields's CRS (Customer Relationship Summary).
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