Capitol Securities Management
47yrs
Top advisor by experience in Tampa
22yrs
William J Fields
Financial advisor at Wells Fargo Advisors
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 73% of advisors in Tampa
Office100 S Ashley Dr 9th Floor [F6-Rbo], Tampa, FL 33602
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Uniform Combined State Law Examination
Career
- 2006 – nowWells Fargo Clearing Services, LLCCurrent firm
- Oct 2004 – Jun 2006Morgan Stanley DW Inc.Previously
Questions to ask William
Tailored to William’s registration and firm.
- 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 William
How do I contact William?
Call Wells Fargo Advisors at 314-875-3000 and ask for William J Fields. William works from the Tampa, FL office.
How long has William been a financial advisor?
William has been in the industry since 2004, about 22 years. More experience than 73% of advisors in Tampa.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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