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James Russell Wright

Oxford Financial Group, Ltd

Carmel, IN

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Current Employers
Oxford Financial Group, Ltd

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2015-01-14
  • IN RA
    APPROVED
    Since 2015-01-14

Branch Locations

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oxford Financial Group, Ltd. Carmel IN 11/2014 Present
Previous Registrations
  • 2012-01-13 → 2014-09-11
    Hufford Advisors, Llc
    Indianapolis, IN
  • 2010-08-17 → 2011-12-20
    Waddell & Reed
    Charleroi, PA
Other Businesses

KJ Realty, LLC, not investment related, home rental, Owner, 03/2007, 15 hours/month, 4 hours/trading hours. JRW Realty, LLC, not investment related, home rental, Owner, 5/2021, 2 hours/month. 1 hour/trading hours. Silver Creek Shop, not investment-related, address: 16101 Creeks Bend Ct Westfield, IN 46074, owner, 02/2023, 2 hours/month, 0 hours/trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-16
S63 Uniform Securities Agent State Law Examination 2002-05-20
  • S66 Uniform Combined State Law Examination
    2010-08-16
  • S63 Uniform Securities Agent State Law Examination
    2002-05-20
Designations
Other Names
  • James R Wright

View on SEC IAPD

Other Firms

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OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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