Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Carey is an Investment Advisor Representative at Oxford Financial Group, Ltd. Austin has been in the industry for 5 years and holds Series 7, 63, and 65 licenses. Austin is a Certified Financial Planner. Austin's current registrations include Illinois for Investment Advisor. Oxford Financial Group, Ltd. has approximately $18.2 billion in regulatory assets under management. The firm provides financial planning, portfolio management, and selection of other advisors. Their clients include high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm's compensation arrangements include fixed fees and percentage of assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
08/01/2024 - Present
Oxford Financial Group, Ltd. (Chicago IL)
IL
11/19/2020 - 07/06/2024
J.P. MORGAN SECURITIES LLC (Chicago IL)
TX
09/27/2019 - 09/16/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 06/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Austin Carey is the right advisor for you? Invested Better is here to help.
