Unclaimed
Katherine Gibson Beck is an Investment Advisor Representative at Oxford Capital Management, registered in the state of Virginia. Katherine has been with Oxford Capital Management since August 2008. Katherine passed the Uniform Investment Adviser Law Examination (Series 65) in June 2009. Katherine is a specialist in working with high-net-worth individuals. Oxford Capital Management is an SEC registered Investment Advisor with a focus on providing financial planning and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
09/01/2009 - Present
Oxford Capital Management (RICHM0ND VA)
IA
Issued 06/18/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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