JO
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Joey Van Oxford

29 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
11,690 clients
Average Client Portfolio
$977K average
Assets Under Management
$11.4B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

9015 Strada Stell Ct, Suite 203, Naples, FL, 34109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joey sells life, health, disability, annuities, and long-term care insurance products with various companies since 2019. This takes a few hours per week, with about half of that time during trading hours.

Employment History
Current Registrations
Capital Wealth Planning, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2021 - March 2021 · 1 mo
Cwm, LLC
February 2021 - March 2021 · 1 mo
Cetera Advisor Networks LLCBroker
January 2021 - March 2021 · 2 mos
Ameriprise Financial Services, INC.
February 2019 - September 2019 · 7 mos
Ameriprise Financial Services, INC.Broker
February 2019 - September 2019 · 7 mos
Fidelity Personal Trust Company, Fsb
April 2005 - March 2007 · 1 yr 11 mos
Strategic Advisers, INC.
June 2000 - December 2016 · 16 yrs 6 mos
Fidelity Brokerage Services LLCBroker
October 1995 - December 2016 · 21 yrs 2 mos
Rauscher Pierce Refsnes, INC.Broker
December 1994 - June 1995 · 6 mos
Fortis Investors, INC.Broker
June 1992 - December 1993 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
January 1990 - August 1990 · 7 mos
Ids Life Insurance CompanyBroker
January 1990 - August 1990 · 7 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Joey Van Oxford - Financial Advisor | TrueAdvisor