Nicholas Oxley, financial advisor Charleston WV
90 score

Nicholas Oxley

CRD Number: 5999472
Current Firm: Arnett Carbis Toothman Wealth Advisors LLC

Nicholas Oxley (CRD# 5999472) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in Charleston, WV and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
A&f Financial Holdings LLC Charleston, WV Jan 2015 - Current 1
Arnett Carbis Toothman Wealth Advisors LLC Charleston, WV Jul 2014 - Current 2
A&f Financial Advisors LLC Charleston, WV Nov 2011 - Jul 2014 2
United Bank, Inc. Charleston, WV Oct 2002 - Oct 2011 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Nicholas J. Oxley
Phone Number: 304-206-3338
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    280
    MILLIONS
  • Total Number of Accounts
    679
    ACCOUNTS
  • Average Account Value
    $412,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

FL, KY, OH, PA, TX, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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