Dustin
Brown
Oxford Financial Group, LTD
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About this Advisor
Dustin Brown is a financial advisor working in Carmel, Indiana with a total of 3 years of industry experience. Brown currently works for Oxford Financial Group, LTD. Brown has gained experience at Jp Morgan Private Bank, Oxford Financial Group, LTD, Equitable Advisors, LLC and Crust Pizzeria Napoletana. Brown holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Indiana. Oxford Financial Group, LTD is an advisory business based in Carmel, IN. The company has offices in six locations and a total of 159 financial advisors. It controls $16 billion in assets across its 5,947 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 5,947 accounts, 76% are held by high-net-worth individuals who have at least $1 million in investable assets. The company has a broad set 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 charged by financial advisors usually depend on the type of financial services offered. Fee types charged by Oxford Financial Group, LTD can consist of 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
Dustin Brown Work History
Dustin has been registered as a financial advisor for 3 years.*
Oxford Financial Group, LTD
Equitable Advisors, LLC
Oxford Financial Group, LTD
Crust Pizzeria Napoletana
Jp Morgan Private Bank
*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 Dustin Brown 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
Carmel, IN
Cincinnati, OH
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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