TrueAdvisor
TrueAdvisor
BO
CFA
BO
CFA

Barry Paul Oxford

Colliers Securities LLC
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Colliers Securities LLC
Compensation
Fee-Only (AUM)
Firm Size
28 advisors
Number of Clients
739 clients
Average Client Portfolio
$380K average
Assets Under Management
$280.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Minimum Annual Fee:$250

Location

90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Colliers Securities LLC
June 2022 - Present · 3 yrs 8 mos
Colliers Securities LLCBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
D.A. Davidson & CO.Broker
July 2014 - April 2021 · 6 yrs 9 mos
D.A. Davidson & CO.
July 2014 - June 2020 · 5 yrs 11 mos
Discern Securities, INC.Broker
November 2011 - May 2014 · 2 yrs 6 mos
Commonwealth Australia Securities LLCBroker
March 2008 - May 2009 · 1 yr 2 mos
Amvescap Services, INC.Broker
July 1998 - March 2005 · 6 yrs 8 mos
Invesco Distributors, INC.Broker
October 1997 - December 1997 · 2 mos
Alex. Brown & Sons IncorporatedBroker
October 1993 - July 1997 · 3 yrs 9 mos
State Registrations2 states
CACT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Barry Paul Oxford - Financial Advisor | TrueAdvisor