Edward Jones
45yrs
Top advisor by experience in Littleton
40yrs
George Fields is a fiduciary financial advisor in Littleton, Colorado, with 40 years in the industry. George joined Lexaurum Advisors in 2024, after less than a year at Osaic Wealth and seven years at Securities America Advisors. George holds the ChFC designation.
One of 318 advisors with offices in Littleton, and one of 290 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 3% by experience in Littleton
OfficeLittleton, CO
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$568,763
Advisors at the firm34
States licensed ?1 state
Services through Lexaurum Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLexaurum AdvisorsCurrent firm
- Jun 2024 – Sep 2024Osaic Wealth, Inc.Previously
- 2017 – 2024Securities America Advisors, Inc.Previously
- Sep 2016 – Feb 2017Summit Financial Group Inc.Previously
- 2003 – 2016VSR Financial Services, Inc.Previously
- 1999 – 2003The Masters, Inc.Previously
- 1999 – 2016Capital Resource Group, Inc.Previously
Questions to ask George
Tailored to George’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- 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 George
How do I contact George?
Call Lexaurum Advisors at (913) 261-9316 and ask for George Fields. George works from the Littleton, CO office.
How long has George been a financial advisor?
George has been in the industry since 1986, about 40 years. Top 3% by experience in Littleton.
What licenses does George hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is George a fiduciary?
George is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is George paid?
Lexaurum Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask George 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.
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