Barry OxfordCRD 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.
San Luis Wealth Advisors
Jeffery C. Welch And Associates, Inc.
Stifel, Nicolaus & Company, Incorporated
|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|
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
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
CA, IL, PA, TX, UT
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