Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Bowden Wilkins is a financial advisor at Oxford Financial Group, Ltd. Stephen has been in the financial services industry since 1995 and has worked with various firms. Stephen holds a Series 6 and Series 63 licenses. Stephen is a Chartered Financial Consultant. Oxford Financial Group, Ltd. is a financial advisory firm headquartered in Carmel, Indiana. The firm provides financial planning, portfolio management, and pension consulting services to a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations. The firm manages over $18 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
04/22/2024 - Present
Oxford Financial Group, Ltd. (ATLANTA GA)
CO
04/06/2020 - 03/15/2024
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
12/03/2015 - 12/31/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
01/23/2012 - 11/30/2015
CERTUSSECURITIES, INC. (ATLANTA GA)
GA
05/03/2001 - 01/04/2012
M HOLDINGS SECURITIES, INC. (ATLANTA GA)
MA
03/28/2000 - 05/01/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
WI
04/20/1995 - 07/08/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 07/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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