Sally
Shelton
Oxford Financial Group, LTD
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About this Advisor
Sally Shelton is a certified financial planner based in Atlanta, Georgia. Shelton currently works for Oxford Financial Group, LTD. Their career trajectory has included roles at Ubs Financial Services, Inc, Georgia State University, Georgia Perimeter College, Groveland Financial Services, Jpmorgan Chase Bank, N.A, Jpmorgan Securities, LLC, Compass Wealth Management, LLC and Oxford Financial Group, LTD. Shelton maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Oxford Financial Group, LTD is a business based out of Carmel, IN. The company has offices in six locations and a total of 159 employees. It controls $16 billion in total assets between its 5,947 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 22 charities and foundations. Of its 5,947 customer accounts, 76% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice are based on the financial services provided. However, fee types charged by Oxford Financial Group, LTD likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oxford Financial Group, LTD Brokerage Details
$15,587,908,593
159
5,947
$2,621,138
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Sally Shelton Work History
Sally has been registered as a financial advisor for 0 years.*
Oxford Financial Group, LTD
Compass Wealth Management, LLC
Jpmorgan Chase Bank, N.A
Jpmorgan Securities, LLC
Ubs Financial Services, Inc
Ubs Financial Services, Inc
Groveland Financial Services
Georgia State University
Georgia Perimeter College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sally Shelton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oxford Financial Group, LTD
Carmel, IN
Cincinnati, OH
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
