Merrill
47yrs
Top advisor by experience in Cincinnati
5yrs
Sean Fields
Financial advisor at Primerica Advisors
Based in Cincinnati, Ohio, Sean Fields is a financial advisor with 5 years of industry experience. Sean joined Primerica Advisors in 2021, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office9918 Carver Road Suite 110, Cincinnati, OH 45242
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowPFS Investments Inc.Current firm
Contact Sean
Local office(513) 305-3671Ask for Sean. (833) 786-0550Main office · Duluth, GA 9918 Carver Road Suite 110Cincinnati, OH 45242Office · Get directions X (Twitter) pagePrimerica Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sean
Tailored to Sean’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Sean
How do I contact Sean?
Call Sean’s local office at (513) 305-3671 or the Primerica Advisors main office at (833) 786-0550, and ask for Sean Fields.
How long has Sean been a financial advisor?
Sean has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Sean hold?
Series 63. Tap any license on this page to see what it allows.
Is Sean a fiduciary?
Sean is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Sean paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Sean 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
Morgan Stanley
47yrs
Top 1% by experience in Cincinnati
MAI Capital Management
46yrs
Top advisor by experience at MAI Capital Management
Wells Fargo Advisors
46yrs
Top 1% by experience in Cincinnati
Raymond James & Associates
46yrs
Top 1% by experience in Cincinnati
UBS Financial Services
46yrs
Richard Corman
Financial advisor
8044 Montgomery Road, Suite. 10 The Towers At Kenwood
Cincinnati, OH 45236
Cincinnati, OH 45236
Top 1% by experience in Cincinnati