Patricia V. Eddy

Employer firm

Oxford Planning Group, LLC CRD 286017

$113M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2001 → 09/2016
  Strategic Wealth Management Group, Llc
  Columbia, MD
• 01/2009 → 09/2016
  Strategic Wealth Management Group
  Columbia, MD

Previous Registrations

• 2009-02-04 → 2016-09-19
  Wealthspire Advisors
  Fulton, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-25

Other Names

• Patricia Joan Vill