Jeffery Stroman, financial advisor Carmel IN
83 score

Jeffery Stroman

CRD Number: 1107272
Current Firm: Oxford Financial Group, Ltd

Jeffery Stroman (CRD# 1107272) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Oxford Financial Group, Ltd Carmel, IN Oct 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffery H. Stroman
Phone Number: 317-843-5678
Firm Website: http://www.ofgltd.com
Registered State(s):
  • IN
  • TX
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
83

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