Steven Oxley, financial advisor Worthington OH

Steven Oxley

CRD Number: 1306221
Current Firm: Lpl Financial LLC

Steven Oxley (CRD# 1306221) is an Investment Advisor Representative working at Lpl Financial LLC in Worthington, OH and has 1 year of experience in the finance industry.

Similar Advisors
Teresa Owsley, financial advisor Worthington OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Worthington OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Drew Lehman, financial advisor Worthington OH
Drew Lehman
CRD# 5706352
Inspire Advisors, LLC
Company Name Location Dates Years
Lpl Financial LLC Worthington, OH Nov 2019 - Current 4
American National Insurance Company Galveston, TX Jul 2019 - Nov 2019 < 1
Cmfg Life Insurance Company Madison, WI Jan 2019 - Nov 2019 < 1
Members Life Insurance Company Waverly, IA Jan 2019 - Nov 2019 < 1
Minnesota Life Insurance Company Minneapolis, MN Oct 2018 - Nov 2019 1
Great American Life Insurance Company Cincinnati, OH Sep 2018 - Nov 2019 1
Cincinnati Life Insurance Company Cincinnati, OH Jan 2018 - Nov 2019 1
Great-west Life & Annuity Insurance Company Denver, CO Jul 2017 - Nov 2019 2
Gleaner Life Insurance Society Adrian, MI May 2016 - Nov 2019 3
Prudential Annuities Life Assurance Corporation Shelton, CT Jul 2015 - Nov 2019 4
Brighthouse Life Insurance Company Charlotte, NC Nov 2014 - Nov 2019 5
Principal Life Insurance Company Des Moines, IA Sep 2012 - Nov 2019 7
Jackson National Life Insurance Company Lansing, MI Jun 2012 - Nov 2019 7
Pacific Life Insurance Company Newport Beach, CA Jun 2012 - Nov 2019 7
Integrity Life Insurance Company Cincinnati, OH May 2012 - Nov 2019 7
H. Beck, Inc. Rockville, MD Jan 2010 - Nov 2019 9
Allianz Life Insurance Minneapolis, MN Jul 2004 - Nov 2019 15
Oxley Financial Services Lancaster, OH Nov 2001 - Nov 2019 18

Steven Oxley has no recent exams reported.
Contact Info for Steven C. Oxley
Phone Number: 704-733-3300
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.