Michael Oxford (CRD# 2813934) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sun City, AZ and has over 27 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hybrid Retirment Solutions, Llc Dba Oxford Retirement & Estate P | Sun City Arizona, AZ | Jan 2022 - Current | 2 |
| Ae Wealth Management, LLC | Topeka, KS | Sep 2018 - Current | 5 |
| Oxford Retirement & Estate Planning, Inc. | Sun City, AZ | Jul 1997 - Dec 2021 | 24 |
| Global Financial Private Capital, LLC | Sarasota, FL | Apr 2015 - Sep 2018 | 3 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Jun 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- AZ
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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