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Richard V. Hall

Oxford Financial Group, Ltd.

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About Richard V. Hall

Richard V. Hall is a financial advisor registered with Oxford Financial Group, Ltd.. Richard has been a financial advisor since 2004 and has held previous registrations with NATCITY INVESTMENTS, INC.. Richard holds both Series 7 and Series 63 licenses and is a Certified Financial Planner. Richard focuses on providing financial planning, pension consulting, and portfolio management services. Richard works with individuals, high-net-worth individuals, corporations, charities, and trusts. Richard has been with Oxford Financial Group, Ltd. since 2014.

Firm Information

Richard Hall 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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Richard Hall’s Registration & Firm History

IN

01/01/2017 - Present

Oxford Financial Group, Ltd. (CARMEL IN)

OH

06/21/2004 - 07/07/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 08/27/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard V. Hall.
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