Shawn Oxford
Shawn Oxford is a registered investment advisor at Cetera Investment Advisers LLC, based in Bristol, VT, with 19 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
36 Main St, Bristol, VT, 05443
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Shawn sells fixed insurance products, including life, health, disability, annuities, and long-term care, since 2017. He is also the President of Bristol Financial Services, dedicating a full-time commitment to financial services and insurance. Additionally, Shawn is involved in various other activities, including public speaking, church trusteeship, youth sports coaching, property management, craft sales, Rotary Club board membership, and high school golf coaching, each requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
State Registrations29 states
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