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Katherine Gibson Beck

Oxford Capital Management

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About Katherine Gibson Beck

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.

Firm Information

Katherine Beck is currently registered with Oxford Capital Management. Oxford Capital Management is a Registered Investment Adviser based in RICHM0ND, VA. The firm primarily provides portfolio management for individuals and has approximately $125 million in assets under management. They have 2 investment adviser representatives and serve 28 clients.
Oxford Capital Management

1904 BYRD AVE.

RICHM0ND, VA 23230-3027

$125.00M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Katherine Beck’s Registration & Firm History

VA

09/01/2009 - Present

Oxford Capital Management (RICHM0ND VA)

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Licenses & Designations

IA

Issued 06/18/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Gibson Beck.
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