Austin
Carey
Oxford Financial Group, LTD
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About this Advisor
Austin Carey is a financial advisor based in Chicago, Illinois, working with Oxford Financial Group, LTD. Austin has previously worked at Fidelity Brokerage Services LLC, Alegna Financial Management Inc, Mc Energy Inc, Texas Christian University, J.P. Morgan Securities LLC, Cadence Bank, Jpmorgan Chase Bank, N.A, and Oxford Financial Group, LTD. Austin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Austin is part of Oxford Financial Group, LTD, which operates out of Chicago, Illinois. The firm has 6 offices and 154 employees. Oxford Financial Group, LTD manages assets totaling $19.7 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include 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. The fee structure at Oxford Financial Group, LTD includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oxford Financial Group, LTD Brokerage Details
$19,650,381,670
154
6,467
$3,038,562
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
Austin Carey Work History
Oxford Financial Group, LTD
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Fidelity Brokerage Services LLC
Cadence Bank
Alegna Financial Management Inc
Texas Christian University
Mc Energy Inc
Disclosures
Please visit the SEC profile of Austin Carey 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
Atlanta, GA
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
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