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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oxford, OH

Every SEC-registered investment adviser representative at a firm office in Oxford, with the firms that employ the most of them.

The short answer

13 registered advisors work in Oxford; the most are at Shoker Investments (3). 2 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Oxford

FirmAdvisors in Oxford
Shoker Investments3
Eagle Strategies LLC2
J.P. Morgan Securities LLC news2
LPL Financial LLC news2
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Edward Jones news1
The Huntington Investment Company1

Advisors in Oxford, A to Z

CFP advisors in Oxford →

Other cities in Ohio

All of Ohio →

Cincinnati 2,358Columbus 1,921Cleveland 623Dublin 508Akron 451Westlake 330Toledo 311Brooklyn 297Beachwood 282Independence 235Dayton 226Pepper Pike 221Canton 213Miamisburg 172Maumee 171Westerville 162Worthington 148Canfield 143Beavercreek 131Centerville 128West Chester 117Hudson 115Findlay 105Richfield 105

Questions

How many financial advisors are in Oxford, OH?

13 investment adviser representatives are registered at firm offices in Oxford, Ohio, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Oxford?

Shoker Investments, with 3 registered advisors in Oxford, followed by Eagle Strategies LLC with 2.

How do I check a financial advisor in Oxford?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.