Manoj Madhavan (CRD# 6246799) is an Investment Advisor Representative working at Oxford Chase Advisors LLC in Peachtree Corners, GA and has 1 year of experience in the finance industry. Manoj Madhavan 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.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oxford Chase Advisors LLC | Peachtree Corners, GA | Aug 2013 - Current | 10 |
- CA
- GA
- PA
- TX
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$200,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, GA, PA, TX
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