Barton Craig Francis

Employer firm

Oxford Financial Group, Ltd CRD 105303

$23.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 02/2023
  Bessemer Investor Services, Inc.
  Palm Beach, FL
• 03/2023 → Present
  Oxford Financial Group, Ltd.
  Palm Beach, FL

Previous Registrations

• 2009-10-23 → 2010-03-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
• 2008-04-09 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Palm Beach, FL
• 2004-07-13 → 2007-07-20
  Pricewaterhousecoopers Investment Advisers Llc
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2008-04-07

Designations

• Certified Financial Planner

Other Names

• Barton Francis