Steven Oxley, financial advisor Worthington OH
87 score

Steven Oxley

CRD Number: 1306221
Current Firm: H. Beck, Inc.

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

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Company Name Location Dates Years
H. Beck, Inc. Rockville, MD Jan 2010 - Current 6
The Standard Insurace Company Portland, OR Sep 2006 - Current 10
Mass Mutual Springfield, MA Jun 2006 - Current 10
Integrity Life Cincinnati, OH May 2006 - Current 10
Liberty Life Greenville, SC Jul 2005 - Current 11
Rucker Insurance Agency Dublin, OH Jul 2005 - Current 11
West Coast Life San Francisco, CA Dec 2004 - Current 12
Allianz Life Insurance Minneapolis, MN Jul 2004 - Current 12
Banner Life Rockville, MD Apr 2004 - Current 12
Empire General Shawnee Mission, KS Jan 2003 - Current 13
Mony Life Insurance Company Syracuse, NY Sep 2002 - Current 14
Genworth Lynchburg, VA May 2002 - Current 14
Lincoln Benefit Life Lincoln, NE May 2002 - Current 14
F&g Life Lincoln, NE Mar 2002 - Current 14
Usg/ing Desmoines, IA Mar 2002 - Current 14
Aig Life Wilmington, DE Dec 2001 - Current 15
Oxley Financial Services Lancaster, OH Nov 2001 - Current 15
Thrivant Financial Appleton, WI Oct 1990 - Current 26
Fsc Agency Atlanta, GA Nov 2001 - Dec 2009 8

Steven Oxley has no recent exams reported.
Contact Info for Steven C. Oxley
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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