Christopher E Mcgraw
Investment adviser representative at Oxford Financial Group, Ltd
10 yearsExperience
1 stateRegistered in
$23.3BFirm assets
42 yearsFirm in business
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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
10 years in the industry.
- Oxford Financial Group, Ltd.Jul 2022 to now
- Cambridge Investment Research, Inc.May 2022 to Jul 2022
- Adaptation Financial Advisors Inc.Nov 2021 to Jul 2022
- Wells FargoJul 2017 to Sep 2021
- Fifth Third BankNov 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4651055
- Firm CRD
- 105303