William Delanzo Fields

Employer firm

Wd Financial Solutions CRD 314504

$193.3K regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars
• ESTATE PLANNING AND BUSINESS VALUATIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 06/2019
  Primerica Financial Services
  Crofton, MD
• 02/2014 → 10/2019
  Pfs Investments Inc
  Crofton, MD
• 11/2015 → Present
  Optimum Homes, Inc.
  Lanham, MD
• 02/2021 → Present
  Wealth Development Financial Solutions
  Owings, MD
• 01/2020 → Present
  Optimum Business Services
  Lanham, MD

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-05

Other Names

• Bill Fields