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Oxford Financial Group, Ltd CRD 105303
$23.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-22 |
Branch Locations
3060 Peachtree Road Nw Suite 470, Atlanta, GA 30305 • United States
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 12/2015 | 12/2019 |
| High Ground Company Llc | Atlanta | GA | 11/2019 | 03/2024 |
| The Leaders Group, Inc. | Littleton | CO | 04/2020 | 03/2024 |
| Oxford Financial Group, Ltd. | Carmel | IN | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-05 |
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