Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Russell Wright is a financial advisor at Oxford Financial Group, Ltd., located in Carmel, IN. James has been in the financial industry for over 20 years. James is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 26, 63 and 66 licenses. James is also registered in Indiana as an Investment Advisor Representative. James has experience working with individuals, families, businesses, trusts, and retirement plans.
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.
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IN
01/14/2015 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
IN
08/11/2010 - 12/20/2011
WADDELL & REED, INC. (INDIANAPOLIS IN)
IN
04/06/2010 - 08/03/2010
ESSEX NATIONAL SECURITIES, INC. (CARMEL IN)
IN
05/07/2007 - 04/06/2010
W&S BROKERAGE SERVICES, INC. (KOKOMO IN)
IN
07/11/2005 - 12/15/2006
W&S BROKERAGE SERVICES, INC. (BLOOMINGTON IN)
MN
05/17/2002 - 07/08/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 08/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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