AC
CFP
AC
CFP

Austin Carey

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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

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Location

11711 North Meridian Street, Suite 600, Carmel, IN, 46032

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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.

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Employment History
Current Registrations
Oxford Financial Group, LTD
August 2024 - Present · 1 yr 6 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2022 - July 2024 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
November 2020 - July 2024 · 3 yrs 8 mos
Fidelity Brokerage Services LLCBroker
September 2019 - September 2020 · 1 yr
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.