William D. Fields

WD FINANCIAL SOLUTIONS

Owings, MD

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CRD#: 6239079

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Fields

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.

William Fields Jr is currently employed as a Consultant at Optimum Homes, Inc. t/a Optimum Professional Services and Optimum Business Services in Lanham Maryland since 01/2020. This activity is not investment-related and this activity accounts for approximately 25% of his time or 10 hours/week during securities trading hours. WD Financial Solutions; Independent Representative of LegalShield; Investment Related; 11813 Ramble Drive Owings Maryland 20736; Offer basic estate planning products and services (including Last Will and Testament, Financial Power of Attorney, Living Will, Healthcare Power of Attorney, and Trust) to clients as part of the financial planning recommendation and implementation process, Assess the client's need for estate planning products and/or services to support wealth preservation, transfer and distribution goals; Start date: 5/15/2025; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 15; Website address for the organization: www.wdfinancialsolutions.com.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Delanzo Fields's 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®

None

Experience

Current

January 3, 2022 - Present

WD FINANCIAL SOLUTIONS

RIA

CRD#: 314504

Owings, MD

Past

February 18, 2014 - October 17, 2019

PFS INVESTMENTS INC.

CRD#: 10111

CROFTON, MD

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

Maryland
(1/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/18/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WD FINANCIAL SOLUTIONS

WD FINANCIAL SOLUTIONS | WEALTH DEVELOPMENT FINANCIAL SOLUTIONS, LLC

CRD#: 314504 / SEC#:

Maryland

Registered Investment Advisory firm - (7/27/2021 Approved)

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Contact information

Main Address

Owings, MD

Mailing Address

Phone number

(202) 505-7526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 240,569

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.

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William D. Fields

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Delanzo Fields's CRS (Customer Relationship Summary).

Certified licenses

Experience

WD FINANCIAL SOLUTIONS

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2021

SIE

Date: 10/1/2018

Series 6

Date: 2/18/2014

Current Firm

WD FINANCIAL SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WD FINANCIAL SOLUTIONS

TRUST BUT VERIFY

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