Oxford Financial Group, Ltd
Oxford Financial Group, Ltd (CRD# 105303) is a financial advisory firm headquartered in Carmel, IN. They manage $18,201,054,484 in 6,270 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management18,201MILLION
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Total Number of Accounts6,270ACCOUNTS
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Average Account Value$2,902,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, DC, DE, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
Kristina Baron (CRD# 5276909) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 17 years of experience in the finance industry.
Jason Brinks (CRD# 3107035) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Grand Rapids, MI and has over 25 years of experience in the finance industry.
Charles Carter (CRD# 6557071) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 8 years of experience in the finance industry.
Hannah Cash (CRD# 6642711) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 7 years of experience in the finance industry.
Laura Clark (CRD# 2268084) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 31 years of experience in the finance industry.
Charles Davis (CRD# 5441093) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 16 years of experience in the finance industry.
Catherine Farley (CRD# 2314911) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 10 years of experience in the finance industry.
Daniel Ford (CRD# 6882501) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has 1 year of experience in the finance industry.
Richard Hall (CRD# 4773511) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 19 years of experience in the finance industry.
Cameron Johnson (CRD# 2600024) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has 1 year of experience in the finance industry.