D.L. Fields Advisory Group, LLC

David Fields is a financial advisor with D.L. Fields Advisory Group, LLC in Bentonville, AR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at FMG Distributors since 2018 and Money Concepts Capital Corp from 2014 to 2016. Outside of advisory work, he serves as Regional Marketing Director at Financial Marketing Group, supporting marketing for fixed and variable annuity sales. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers discretionary and non-discretionary investment management along with written financial planning and uses a combination of fundamental and technical analysis in managing portfolios that may include stocks, bonds, mutual funds, ETFs, UITs, and insurance-linked products.

Larry Boggs is a financial advisor with D.L. Fields Advisory Group, LLC in Atlanta, GA, holding Series 63, 65, and 66 designations with 37 years of industry experience. He has worked at International Assets Investment Management, LLC and International Assets Advisory, LLC since 2019 and previously spent eight years combined at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves as president of Boggs & Associates, LLC, a private label entity for financial planning, and provides notary public services. D.L. Fields Advisory Group offers financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides personalized advice on an asset-management and hourly planning basis, utilizing fundamental and technical analysis with third-party research, and maintains a flexible investment approach without formal account minimums.

Kevin Mahony is a CFP® with 28 years of experience in the financial industry. He is currently affiliated with D.L. Fields Advisory Group, LLC and has prior experience at United Advisors America Corporation, Alliance America Corporation, and Life of Southwest. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers personalized advice using fundamental and technical analysis, managing portfolios that include stocks, bonds, mutual funds, ETFs, and insurance-linked products.

Steven Harrison is a financial advisor at D.L. Fields Advisory Group, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Intuit and the City of Brookhaven. D.L. Fields Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers discretionary and non-discretionary investment management, using fundamental and technical analysis with third-party research, and tailors strategies to client goals and risk tolerance.