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Laura Jane Clark

Oxford Financial Group, Ltd.

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About Laura Jane Clark

Laura Clark is an investment advisor representative registered with Oxford Financial Group, Ltd. with offices in Carmel, Indiana and Chicago, Illinois. Laura has been in the securities industry since 1992 and is a Chartered Financial Analyst. Laura's areas of expertise include financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Laura's registration is active in Indiana and Illinois. Laura has earned both Series 7 and Series 63 licenses.

Firm Information

Laura Clark is currently registered with Oxford Financial Group, Ltd.. Oxford Financial Group, Ltd. is an investment advisory firm based in Carmel, Indiana with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, investment companies, and other clients. They manage over $18 billion in assets.
Oxford Financial Group, Ltd.

11711 NORTH MERIDIAN STREET

CARMEL, IN 46032

$18.20B

Assets Under Management

Not reported

Total Clients

48

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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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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Laura Clark’s Registration & Firm History

IN

01/06/2021 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

NY

09/23/1992 - 05/05/1998

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/05/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Jane Clark.
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