Nicholas OxleyCRD 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 6 years of experience in the finance industry.
Mckinley Carter Wealth Services, Inc.
Ironwood Wealth Management
Mml Investors Services, LLC
|A&f Financial Holdings LLC||Charleston, WV||Jan 2015 - Current||3|
|Arnett Carbis Toothman Wealth Advisors LLC||Charleston, WV||Jul 2014 - Current||3|
|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|
Total Assets Under Management280MILLIONS
Total Number of Accounts679ACCOUNTS
Average Account Value$412,485
- 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)
FL, KY, OH, PA, TX, WV
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