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Financial ADVSR advisor directory · SEC adviser records

Oxford Financial Group, Ltd. financial advisors in Grand Rapids, MI

Every SEC-registered investment adviser representative at a Oxford Financial Group, Ltd. office in Grand Rapids, A to Z.

The short answer

3 registered advisors work at Oxford Financial Group, Ltd. in Grand Rapids, out of 47 at the firm nationwide; it ranks number 60 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Oxford Financial Group, Ltd. advisors in Grand Rapids, A to Z

Every Oxford Financial Group, Ltd. advisor →

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

Carmel, IN 35Palm Beach, FL 3Atlanta, GA 2Chicago, IL 2Cincinnati, OH 2Minneapolis, MN 2

Other firms in Grand Rapids

All Grand Rapids advisors →

LPL Financial LLC 64Morgan Stanley 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Ameriprise Financial Services, LLC 43Edward Jones 40Wells Fargo Clearing Services, LLC 34Robert W. Baird & Co. Incorporated 33Centennial Securities Company, Inc. 31Fiduciary Financial Advisors 31Raymond James & Associates, Inc. 27J.P. Morgan Securities LLC 23Stifel, Nicolaus & Company, Incorporated 21

Questions

How many financial advisors does Oxford Financial Group, Ltd. have in Grand Rapids?

3 investment adviser representatives are registered at Oxford Financial Group, Ltd. offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 47 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Oxford Financial Group, Ltd. one of the largest advisor employers in Grand Rapids?

Oxford Financial Group, Ltd. ranks number 60 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 64.

How do I check a Oxford Financial Group, Ltd. advisor in Grand Rapids?

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.