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Samuel Josiah Dixon

Oxford Wealth Group, LLC

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About Samuel Josiah Dixon

Samuel Josiah Dixon is an Investment Advisor Representative, licensed in Texas. Samuel is associated with Oxford Wealth Group, LLC, a firm based in Orlando, Florida. Samuel is registered in Texas, Florida and South Carolina and has been in the industry since January 2017.

Firm Information

Samuel Dixon is currently registered with Oxford Wealth Group, LLC. Oxford Wealth Group, LLC is an investment advisory firm located in Orlando, FL. The firm manages approximately $198,868,022 in assets for 1,190 accounts. They offer a variety of advisory services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.
Oxford Wealth Group, LLC

111 N. ORANGE AVENUE

ORLANDO, FL 32801

$198.87M

Assets Under Management

Not reported

Total Clients

7

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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selection of other advisors

Helps you choose top advisors aligned with your 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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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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Samuel Dixon’s Registration & Firm History

FL

03/06/2023 - Present

Oxford Wealth Group, LLC (ORLANDO FL)

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Licenses & Designations

IA

Issued 10/30/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Josiah Dixon.
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