Laura
Clark
Oxford Financial Group, LTD
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About this Advisor
Laura Clark is a chartered financial analyst working out of Carmel, Indiana with a total of 7 years of industry experience. Clark works at Oxford Financial Group, LTD. They have spent their whole time as a financial advisor at Oxford Financial Group, Ltd. Clark has a Series 63 license, certifying them as a securities broker, and is registered to serve investors in California, Illinois, Indiana and Texas. Oxford Financial Group, LTD is a financial advisory company that has its headquarters in Carmel, IN. The firm has offices in six locations and a total of 159 advisors. It administers $16 billion in assets across its 5,947 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 22 charitable organizations. 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. The company performs a broad 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 usually vary depending on which services the firm provides the client. Fee types charged by Oxford Financial Group, LTD can include 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
Laura Clark Work History
Laura has been registered as a financial advisor for 7 years.*
Oxford Financial Group, LTD
*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 Laura Clark 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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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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