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Barry Dewayne Oxford

Coppell Advisory Solutions LLC

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About Barry Dewayne Oxford

Barry Dewayne Oxford is an Investment Advisor Representative with Coppell Advisory Solutions LLC. Barry Oxford has been a registered Investment Advisor Representative since 2019. Barry Oxford's main area of expertise is in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Barry Oxford is currently registered with Coppell Advisory Solutions LLC. Coppell Advisory Solutions LLC is a registered investment adviser located in DALLAS, TX, with 76 investment adviser representatives. The firm manages $849,564,866 in regulatory assets under management. They provide financial planning, selection of other advisers, and portfolio management for individuals and businesses. Coppell Advisory Solutions LLC serves high-net-worth individuals and individuals other than high-net-worth.
Coppell Advisory Solutions LLC

9111 CYPRESS WATERS BLVD SUITE 140

DALLAS, TX 75019

$849.56M

Assets Under Management

15

Total Clients

82

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Oxford’s Registration & Firm History

CA

02/28/2024 - Present

Coppell Advisory Solutions LLC (Templeton CA)

NY

08/07/2013 - 03/19/2015

ARIVE CAPITAL MARKETS (STATEN ISLAND NY)

MN

10/26/2012 - 07/22/2013

NDX TRADING, INC. (NEW BRIGHTON MN)

AZ

06/16/1998 - 01/27/2003

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

FL

11/13/1997 - 08/31/1998

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 07/06/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2001

Series 24 - General Securities Principal Examination

BC

Issued 03/19/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/12/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Barry Dewayne Oxford. Review regulatory record here.
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