James Wright, financial advisor Carmel IN
96 score

James Wright

CRD Number: 4534974
Current Firm: Oxford Financial Group, Ltd

James Wright (CRD# 4534974) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 14 years of experience in the finance industry. James Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hufford Advisors, LLC Indianapolis, IN Dec 2011 - Current 5
Waddell & Reed Inc. Indianapolis, IN Aug 2010 - Dec 2011 1
Various Insurance Carriers For W & R Insurance Agencies Indianapolis, IN Aug 2010 - Dec 2011 1
Flagstar (essex) National Securities Carmel, IN Mar 2010 - Aug 2010 < 1
W & S Brokerage Services Cincinnati, OH May 2007 - Mar 2010 2
Western Southern Life Bloomington, IN Sep 2004 - Mar 2010 5
Fort Washington Brokerage Service/western Southern Cincinnati, OH Jun 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for James R. Wright
Phone Number: 317-843-5678
Firm Website: http://www.ofgltd.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    13,577
    MILLIONS
  • Total Number of Accounts
    8,468
    ACCOUNTS
  • Average Account Value
    $1,603,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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