Financial ADVSR advisor directory · SEC adviser records
Oxford Financial Group, Ltd. financial advisors in Carmel, IN
Every SEC-registered investment adviser representative at a Oxford Financial Group, Ltd. office in Carmel, A to Z.
The short answer
33 registered advisors work at Oxford Financial Group, Ltd. in Carmel, out of 47 at the firm nationwide; it ranks number 4 in the city by advisors. 11 list the CFP designation and 0 are also registered broker representatives.
Oxford Financial Group, Ltd. advisors in Carmel, A to Z
Every Oxford Financial Group, Ltd. advisor →- Jacqueline K. ArmstrongInvestment adviser rep
- Kristina R. BaronInvestment adviser rep
- Natalie M. BennettInvestment adviser rep
- Jarret D. BlumInvestment adviser rep
- Dustin A. BrownInvestment adviser rep
- Laura J. ClarkChartered Financial Analyst
- Kevin CoquilletteInvestment adviser rep
- Charles R. Davis IICertified Financial Planner
- Andrew D. FilauroInvestment adviser rep
- Richard V. HallCertified Financial Planner
- Jennifer L. HammelInvestment adviser rep
- Carl S. JacksonChartered Financial Analyst
- Cameron R. JohnsonChartered Financial Analyst
- Melia B. KrummInvestment adviser rep
- Michael E. LarsonCertified Financial Planner
- Joseph P. MitchellCertified Financial Planner, Chartered Financial Analyst
- Christian G. NallenwegCertified Financial Planner
- Jared A. NishidaChartered Financial Analyst
- Jacquelyn M. NolanCertified Financial Planner
- Robert D. Ramsey IIIChartered Financial Analyst
- Michelle A. ReichertCertified Financial Planner
- Peter N. ReistPersonal Financial Specialist
- Henry T. RosserCertified Financial Planner
- Scott K. RyanChartered Financial Analyst
- Terilyn SchwartzCertified Financial Planner, Chartered Financial Consultant
- Ryan T. ShidlerChartered Financial Analyst
- Jeffery H. StromanInvestment adviser rep
- Jeffrey H. ThomassonCertified Financial Planner
- Robert M. TwitchellChartered Financial Analyst
- Adam C. WardInvestment adviser rep
- Julia S. WeaverInvestment adviser rep
- Robert L. WebbChartered Financial Analyst
- James R. WrightCertified Financial Planner
Oxford Financial Group, Ltd. advisors in every city and state →Oxford Financial Group, Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Oxford Financial Group, Ltd. advisors in other cities
Palm Beach, FL 3Atlanta, GA 2Chicago, IL 2Cincinnati, OH 2Minneapolis, MN 2Grand Rapids, MI 1
Other firms in Carmel
All Carmel advisors →Valeo Financial Advisors, LLC 86Capital Client Group, Inc. 68Raymond James & Associates, Inc. 39Archer Investment Corporation 29LPL Financial LLC 27Shepherd Financial Investment Advisory LLC 26Valic Financial Advisors, Inc. 23Goelzer Investment Management 22Charles Schwab & Co., Inc. 17Edward Jones 16Strategic Advisers LLC 16Equitable Advisors, LLC 15
Questions
How many financial advisors does Oxford Financial Group, Ltd. have in Carmel?
33 investment adviser representatives are registered at Oxford Financial Group, Ltd. offices in Carmel, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 47 nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Is Oxford Financial Group, Ltd. one of the largest advisor employers in Carmel?
Oxford Financial Group, Ltd. ranks number 4 in Carmel by registered advisors; Valeo Financial Advisors, LLC has the most, with 86.
How do I check a Oxford Financial Group, Ltd. advisor in Carmel?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Oxford Financial Group, Ltd. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.