Shaun Eddy, financial advisor Ellicott City MD
103 score

Shaun Eddy

CRD Number: 1983133
Current Firm: Oxford Planning Group, LLC
Compensation Model: Fee Only

Shaun Eddy (CRD# 1983133) is the owner and an Investment Advisor Representative at Oxford Planning Group LLC in Woodstock, MD and has over 24 years of experience in the finance industry.  

Shaun has always had a strong desire to help clients define and reach thier unique financial goals and says  "When clients realize that with proper planning, many goals are possible, it's incredibly rewarding".

 

Always looking for opportunities to enhance his qualifications and skills, Shaun graduated from the University of Maryland and is a CERTIFIED FINANCIAL PLANNERTM practitioner through the College for Financial Planning.  He also earned a Master’s Degree in Financial Analysis from the College for Financial Planning.  Shaun holds the Accredited Investment Fiduciary (AIF®) designation, which promotes a culture of fiduciary responsibility, employing and providing a prudent process in investment practices.    

 

He served as past President and Chairman of the Board of the Financial Planning Association’s Maryland chapter, and past Chairman of the Membership advisory group of the Financial Planning Association in Denver, Shaun has enjoyed working with many of the industry’s most influential professionals.  He has served as a Director with the Boards of Howard County Red Cross, HC Drug Free, and as past Chairman of the Housing and Community Development Board.  He is also a graduate of Leadership Howard County Premier, an organization dedicated to empowering individuals and strengthening their community. 

 

Shaun has been a speaker for the Financial Planning Association, the Maryland Accountants Association and the Maryland Institute of Certified Financial Planners. In 2009, he was named as a top Maryland Financial Planner by Medical Economics. Shaun was 2005 FPA of Maryland’s Planner of the Year and has been a guest panelist on Wall Street Week, a nationally syndicated TV series. 

 

CONTACT
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Professional Designations
Company Name Location Dates Years
Strategic Wealth Management Columbia, MD Apr 2001 - Dec 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for Shaun Eddy
Phone Number: 4109958711
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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