Steven OxleyCRD 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.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|H. Beck, Inc.||Rockville, MD||Jan 2010 - Current||7|
|The Standard Insurace Company||Portland, OR||Sep 2006 - Current||11|
|Mass Mutual||Springfield, MA||Jun 2006 - Current||11|
|Integrity Life||Cincinnati, OH||May 2006 - Current||11|
|Liberty Life||Greenville, SC||Jul 2005 - Current||12|
|Rucker Insurance Agency||Dublin, OH||Jul 2005 - Current||12|
|West Coast Life||San Francisco, CA||Dec 2004 - Current||12|
|Allianz Life Insurance||Minneapolis, MN||Jul 2004 - Current||13|
|Banner Life||Rockville, MD||Apr 2004 - Current||13|
|Empire General||Shawnee Mission, KS||Jan 2003 - Current||14|
|Mony Life Insurance Company||Syracuse, NY||Sep 2002 - Current||15|
|Genworth||Lynchburg, VA||May 2002 - Current||15|
|Lincoln Benefit Life||Lincoln, NE||May 2002 - Current||15|
|F&g Life||Lincoln, NE||Mar 2002 - Current||15|
|Usg/ing||Desmoines, IA||Mar 2002 - Current||15|
|Aig Life||Wilmington, DE||Dec 2001 - Current||15|
|Oxley Financial Services||Lancaster, OH||Nov 2001 - Current||15|
|Thrivant Financial||Appleton, WI||Oct 1990 - Current||27|
|Fsc Agency||Atlanta, GA||Nov 2001 - Dec 2009||8|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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