Barton Craig Francis
Investment adviser representative at Oxford Financial Group, Ltd
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Oxford Financial Group, Ltd.Mar 2023 to now
- Bessemer Investor Services, Inc.Mar 2010 to Feb 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Oxford Financial Group, Ltd
Legal name: Oxford Financial Group, Ltd. LLC
$23.3BAssets managed
697Clients
50Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4520663
- Firm CRD
- 105303