Investment adviser representative · Oxford Financial Group, Ltd.
Barton C. Francis
CRD 4520663 · Palm Beach, FL
At a glance
Barton C. Francis is an investment adviser representative with Oxford Financial Group, Ltd. in Palm Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Barton’s SEC record dates to 2004, about 22 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Oxford Financial Group, Ltd.Since May 2023Palm Beach, FL · $23B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Barton’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.