D.A. Davidson & Co
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About this Advisor
Barry Oxford is an advisor whose office is in New York, New York. Currently a registered advisor at D.A. Davidson & Co, Oxford has 11 years of professional experience in the financial advisory industry. Oxford has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative. Oxford is able to advise investors in Oregon. Over the course of their career, they have held roles at Discern Investment Analytics, Inc, Colonial First State Global Asset Management, Aims Financial Group Au, Jv and D.A. Davidson & Co. D.A. Davidson & Co is based out of New York, New York, and has 67 additional locations in the country. As a company, D.A. Davidson & Co oversees $15 billion in assets across 47,201 accounts and employs more than 515 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 40,742 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 18% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. D.A. Davidson & Co provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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D.A. Davidson & Co Brokerage Details
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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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Barry Oxford Work History
Barry has 11 years of experience.
D.A. Davidson & Co
Discern Investment Analytics, Inc
Aims Financial Group Au, Jv
Colonial First State Global Asset Management
Barry Oxford has no disclosures.
Please visit their SEC profile for more details.