Barton Craig Francis

CFP

Oxford Financial Group, LTD

20 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Oxford Financial Group, LTD

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

48 advisors

Number of Clients

679 clients

Average Client Portfolio

$28.9M average

Assets Under Management

$19.7B

Fee Structure

Location

231 Royal Palm Way, Suite 301, Palm Beach, FL, 33480

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Oxford Financial Group, LTD

May 2023 - Present · 2 yrs 9 mos

Previous Registrations

Bessemer Investor Services, INC.Broker

April 2010 - March 2023 · 12 yrs 11 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 2009 - March 2010 · 5 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

October 2009 - March 2010 · 5 mos

Banc of America Investment Services, INC.

April 2008 - October 2009 · 1 yr 6 mos

Banc of America Investment Services, INC.Broker

March 2008 - October 2009 · 1 yr 7 mos

Pricewaterhousecoopers Investment Advisers LLC

July 2004 - July 2007 · 3 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.