Raymond James & Associates
47yrs
Top advisor by experience in Knoxville
37yrs
David Fields
Full name on record: David Brook Fields
Financial advisor at United Planners' Financial Services of America a Limited Partner
Based in Knoxville, Tennessee, David Fields is a fiduciary financial advisor with 37 years of industry experience. David joined United Planners' Financial Services of America a Limited Partner in 2020, after two years at Waddell & Reed and three years at Citigroup Global Markets. United Planners' Financial Services of America a Limited Partner offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 802 advisors with offices in Knoxville, and one of 698 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 6% by experience in Knoxville
Office200 Prosperity Drive, Knoxville, TN 37923
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$410,135
Advisors at the firm362
States licensed ?2 states
Services through United Planners' Financial Services of America a Limited Partner
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – now
- 2017 – 2020Waddell & ReedPreviously
- 2014 – 2017Citigroup Global Markets Inc.Previously
- 2009 – 2014Oppenheimer & Co. Inc.Previously
- Jun 2009 – Dec 2009Morgan StanleyPreviously
- 2006 – 2009Citigroup Global Markets Inc.Previously
Contact David
(480) 991-0225Firm headquarters in Scottsdale, AZ. Ask for David. 200 Prosperity DriveKnoxville, TN 37923Office · Get directions Firm websiteHTTPS://WWW.UNITEDPLANNERS.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call United Planners' Financial Services of America a Limited Partner at (480) 991-0225 and ask for David Fields. David works from the Knoxville, TN office.
How long has David been a financial advisor?
David has been in the industry since 1989, about 37 years. Top 6% by experience in Knoxville.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
United Planners' Financial Services of America a Limited Partner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
46yrs
Top 1% by experience in Knoxville
Merrill
45yrs
Top 1% by experience in Knoxville
Trendz Advisors
45yrs
Top 1% by experience in Knoxville
MML Investors Services
45yrs
Top 1% by experience at MML Investors Services
Merrill
45yrs
Top 1% by experience in Knoxville