Richard
Hall
Oxford Financial Group, LTD
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About this Advisor
Richard Hall is a certified financial planner based out of Carmel, Indiana with 8 years of relevant experience. Hall is an employee of Oxford Financial Group, LTD. Over the course of their career, Hall has held roles at Oxford Financial Group, LTD. Hall holds a Series 63 license, designating them as a securities representative, and is approved to serve investors in Indiana and Texas. Oxford Financial Group, LTD is a business based in Carmel, IN. The firm has offices in six locations and a total of 159 advisors. It handles $16 billion in assets between its 5,947 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 5,947 accounts, 76% belong to high-net-worth investors who have more than $1 million in assets. Oxford Financial Group, LTD offers a number 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. Financial advisory fees typically depend on which services are provided. Fee types charged by Oxford Financial Group, LTD likely include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$15,587,908,593
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
159
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
5,947
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$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
Richard Hall Work History
Richard has been registered as a financial advisor for 8 years.*
Oxford Financial Group, LTD
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 Richard Hall 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
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Cincinnati, OH
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.
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