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Inactive

Steven George Harrison

D.L. Fields Advisory Group, LLC

Duluth, GA

CRD 7628168

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Employer firm

D.l. Fields Advisory Group, LLC CRD 286216

$25.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
D.L. Fields Advisory Group, Llc

1202 Ne Mcclain Rd Bldg 7, Bentonville, AR 72712 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-09-20
  • GA RA
    APPROVED
    Since 2022-09-20

Branch Locations

Duluth, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intuit Duluth GA 01/2022 Present
City Of Brookhaven Brookhaven GA 11/2015 12/2021
  • 01/2022 → Present
    Intuit
    Duluth, GA
  • 11/2015 → 12/2021
    City Of Brookhaven
    Brookhaven, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-03
  • S65 Uniform Investment Adviser Law Examination
    2022-08-03

View on SEC IAPD

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