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Barton Craig Francis

Oxford Financial Group, Ltd.

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About Barton Craig Francis

Barton Francis is a financial advisor who has been in the industry since 2008. Barton Francis is a registered representative with Oxford Financial Group, Ltd., and has a Series 7 and Series 66 securities license. Barton Francis is also a Certified Financial Planner and has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Barton Francis previously worked with Bessemer Investor Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Barton Francis is currently registered with Oxford Financial Group, Ltd.. Oxford Financial Group, Ltd. is an investment advisory firm based in Carmel, Indiana with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, investment companies, and other clients. They manage over $18 billion in assets.
Oxford Financial Group, Ltd.

11711 NORTH MERIDIAN STREET

CARMEL, IN 46032

$18.20B

Assets Under Management

Not reported

Total Clients

48

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Barton Francis’s Registration & Firm History

FL

05/11/2023 - Present

Oxford Financial Group, Ltd. (PALM BEACH FL)

FL

04/09/2010 - 03/01/2023

BESSEMER INVESTOR SERVICES, INC. (STUART FL)

FL

10/23/2009 - 03/16/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)

FL

03/19/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (PALM BEACH FL)

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Licenses & Designations

BOTH

Issued 04/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barton Craig Francis.
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