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Garth Ovead Moreau

Oxenfree Financial

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About Garth Ovead Moreau

Garth Moreau is an active investment advisor representative with Oxenfree Financial. Garth is a registered representative in Florida. Garth has been in the securities industry for 15 years. Garth specializes in retirement planning and has a strong track record of providing financial advice to individuals and families. Garth has worked for CETERA ADVISOR NETWORKS LLC and EDWARD JONES in the past.

Firm Information

Garth Moreau is currently registered with Oxenfree Financial. OxenFree Financial is a registered investment advisor based in Satellite Beach, Florida. The firm manages approximately $168 million in assets for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services, and specialize in asset allocation and advisory consulting.
Oxenfree Financial

1360 S PATRICK DRIVE

SATELLITE BEACH, FL 32937

$168.35M

Assets Under Management

1

Total Clients

8

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation and advisory consulting

Asset allocation and advisory consulting

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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Garth Moreau’s Registration & Firm History

FL

07/10/2023 - Present

Oxenfree Financial (SATELLITE BEACH FL)

FL

11/17/2014 - 07/28/2023

CETERA ADVISOR NETWORKS LLC (SATELLITE BEACH FL)

FL

03/17/2008 - 11/18/2014

EDWARD JONES (ST JAMES CITY FL)

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Licenses & Designations

BOTH

Issued 05/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Garth Ovead Moreau.
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