linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Phillips

Oxenfree Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Phillips

James Phillips is a financial advisor with Oxenfree Financial in Satellite Beach, Florida. James is a registered Investment Advisor Representative in Florida and Texas. James is experienced in the financial services industry, having worked for several firms over the years, including Cetera Advisor Networks LLC and PNC Investments. James holds Series 7, 63, and 65 licenses. James is a board member for the Fellowship of Christian Athletes.

Firm Information

James Phillips 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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Phillips’s Registration & Firm History

FL

07/06/2023 - Present

Oxenfree Financial (MELBOURNE FL)

FL

11/30/2012 - 07/27/2023

CETERA ADVISOR NETWORKS LLC (SATELLITE BEACH FL)

FL

11/13/2009 - 11/19/2012

PNC INVESTMENTS (WEST MELBOURNE FL)

OH

04/20/2009 - 11/13/2009

NATCITY INVESTMENTS, INC. (AKRON OH)

OH

06/11/2007 - 04/09/2009

FIFTH THIRD SECURITIES, INC. (HUDSON OH)

OH

05/03/2006 - 03/27/2007

AXA ADVISORS, LLC (AKRON OH)

Not sure if James Phillips is right for you?

Licenses & Designations

IA

Issued 02/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Phillips.
Not sure if James Phillips is right for you?