Barry Oxford, financial advisor Templeton CA

Barry Oxford

CRD Number: 2949375
Current Firm: Pl Wealth Advisors, LLC

Barry Oxford (CRD# 2949375) is an Investment Advisor Representative working at Pl Wealth Advisors, LLC in Templeton, CA and has over 10 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Prosperity Economics Partners Mt. Enterprise, TX Aug 2019 - Current 3
Bd Oxford Financial, Inc. Dba: Secure Retirement Solutions Templeton, CA Oct 2017 - Current 5
J.d. Mellberg Financial, LLC Tucson, AZ Feb 2015 - Current 7
Senior Estate Management/secure Retirement Sol Templeton, CA Apr 2011 - Current 11
Arive Capital Markets Saint Paul, MN Aug 2013 - Mar 2015 1
Reid And Associates, LLC Albany, NY Jul 2013 - Aug 2013 < 1
Ndx Trading, Inc. Templeton, CA Oct 2012 - Jul 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Jul 2019
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.

Get Details on the FINRA Advisor Check site
Contact Info for Barry D. Oxford
Phone Number: 800-870-8670
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States


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