Stewart
Fields
Openair Financial, LLC
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About this Advisor
Stewart Fields is a financial advisor based in Dallas, Texas, working with Openair Financial, LLC. Stewart has previously held positions at Girard Securities, United Capital Financial Advisers, LLC, Lpl Financial LLC, 360 Wealth Management LLC, Lake Point Wealth Management, LLC, Openair Advisory, LLC, and Openair Financial, LLC. Stewart has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Stewart is part of Openair Financial, LLC, which operates out of Dallas, Texas. The firm has 5 offices and 6 employees. The firm manages assets totaling $183.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Openair Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Openair Financial, LLC Brokerage Details
$183,000,000
6
833
$219,688
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Stewart Fields Work History
Openair Advisory, LLC
Openair Financial, LLC
Openair Financial, LLC
Lake Point Wealth Management, LLC
Lake Point Wealth Management, LLC
Lpl Financial LLC
360 Wealth Management LLC
United Capital Financial Advisers, LLC
Girard Securities
Disclosures
Please visit the SEC profile of Stewart Fields to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Openair Financial, LLC
Southlake, TX
Dallas, TX
Dallas, TX
Southlake, TX
Southlake, TX
Dallas, TX
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