Charles
Carter
Oxford Financial Group, LTD
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About this Advisor
Charles Carter is a certified financial planner working in Carmel, Indiana who has 5 years of relevant experience. Carter currently works for Oxford Financial Group, LTD. Throughout their career, they have worked at Federated Mutual Insurance Co, Nfp Advisor Services, LLC, Highland Capital Brokerage, Investacorp, Inc and Oxford Financial Group, LTD. Carter holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Oxford Financial Group, LTD is a firm headquartered in Carmel, IN. The investment advisory business has offices in six locations and a total of 159 financial advisors. It has $16 billion in total assets between its 5,947 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 5,947 client accounts, 76% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Oxford Financial Group, LTD offers a broad array of services, including 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 advisory services usually depend on which services the firm provides the client. However, fee types charged by Oxford Financial Group, LTD likely consist of some blend 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
Charles Carter Work History
Charles has been registered as a financial advisor for 5 years.*
Oxford Financial Group, LTD
Investacorp, Inc
Nfp Advisor Services, LLC
Highland Capital Brokerage
Federated Mutual Insurance Co
*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 Charles Carter 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
Carmel, IN
Minneapolis, MN
Cincinnati, OH
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
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.
