Matthew Dennis Sams

CFP · ChFC

Oxford Wealth Group, LLC

31 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth

Oxford Wealth Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

646 clients

Average Client Portfolio

$365K average

Assets Under Management

$235.9M

Fee Structure

Location

111 N. Orange Avenue, Suite 775, Orlando, FL, 32801

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History

Regulatory History (1)

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Judgment / Lien

July 2011

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Other Business ActivitiesSells Insurance

Matthew is the band leader for The Matt Sams Band, a blues band, and earns a small income. He also sells commissionable insurance products through Oxford Advisory, dedicating a few hours per week to this activity.

Employment History

Current Registrations

Oxford Wealth Group, LLC

June 2022 - Present · 3 yrs 8 mos

Previous Registrations

Ameriprise Financial Services, LLC

August 1997 - May 2022 · 24 yrs 9 mos

Ameriprise Financial Services, LLCBroker

August 1997 - May 2022 · 24 yrs 9 mos

Ids Life Insurance CompanyBroker

August 1997 - July 2006 · 8 yrs 11 mos

Tri-Merica Securities CorporationBroker

February 1996 - August 1997 · 1 yr 6 mos

First Montauk Securities CORP.Broker

April 1994 - December 1995 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.