Nicholas Oxley (CRD# 5999472) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Charleston, WV and has over 12 years of experience in the finance industry.
CRD# 3212745
Truist Advisory Services, Inc.
CRD# 4543380
Cetera Investment Advisers LLC
CRD# 2692914
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buckingham Asset Management, LLC | Clayton, MO | Jul 2018 - Current | 5 |
| A&f Financial Holdings LLC | Charleston, WV | Jan 2015 - Current | 9 |
| Arnett Carbis Toothman Wealth Advisors LLC | Charleston, WV | Jul 2014 - Jun 2018 | 3 |
| A&f Financial Advisors LLC | Charleston, WV | Nov 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- TX
- WV
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Total Assets Under Management27,028MILLIONS
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Total Number of Accounts48,507ACCOUNTS
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Average Account Value$557,191
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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