Adviser and broker representative · LPL Financial LLC
Loren S. Fields
CRD 6730088 · Augusta, GA
At a glance
Loren S. Fields is an investment adviser representative with LPL Financial LLC in Augusta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Loren’s SEC record dates to 2017, about 9 years ago. Loren is also registered as a broker representative.
Current advisory firm
- LPL Financial LLCSince November 2025Augusta, GA · $819B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Loren’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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