EO
EO

Edward Oxford

22 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance

Edward Oxford is a registered investment advisor, based in Austin, TX, with 22 years of industry experience.

Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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History

Regulatory History (1)
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Customer Dispute
January 2009
Denied
Other Business ActivitiesSells Insurance

Edward owns real estate, works as a financial advisor through Kestra Advisory Services, and runs Oxford Financial Advisors, which involves registered rep activities, consulting, insurance, and investment advisory services. He also dedicates a few hours per week to theological speaking and research.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Kestra Advisory Services, LLC
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
LPL Financial LLC
October 2010 - March 2017 · 6 yrs 5 mos
LPL Financial LLCBroker
October 2010 - March 2017 · 6 yrs 5 mos
Ameriprise Financial Services, INC.
July 2003 - October 2010 · 7 yrs 3 mos
Ameriprise Financial Services, INC.Broker
July 2003 - October 2010 · 7 yrs 3 mos
Ids Life Insurance CompanyBroker
July 2003 - July 2006 · 3 yrs
State Registrations10 states
AZCACOFLNMNVOHTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Edward Oxford - Financial Advisor | TrueAdvisor