Barry
Oxford
Coppell Advisory Solutions LLC
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About this Advisor
Barry Oxford is a financial advisor based in Templeton, California, working with Coppell Advisory Solutions LLC. Barry has previously held positions at Senior Estate Management/Secure Retirement Sol, Arive Capital Markets, J.D. Mellberg Financial, LLC, Coppell Advisory Solutions LLC, Prosperity Economics Partners, and Bd Oxford Financial, Inc Dba: Secure Retirement Solutions. Barry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Barry is part of Coppell Advisory Solutions LLC, which operates out of Templeton, California. The firm has 24 offices and 76 employees. The firm manages assets totaling $849.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Coppell Advisory Solutions LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coppell Advisory Solutions LLC Brokerage Details
$849,564,866
76
7,997
$106,235
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Barry Oxford Work History
Coppell Advisory Solutions LLC
Bd Oxford Financial, Inc Dba: Secure Retirement Solutions
J.D. Mellberg Financial, LLC
Prosperity Economics Partners
Arive Capital Markets
Senior Estate Management/Secure Retirement Sol
Disclosures
Please visit the SEC profile of Barry Oxford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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