Richard Wayne Anderton
Investment adviser representative at Oxford Wealth Management
18 yearsExperience
1 stateRegistered in
$109.6MFirm assets
2 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Oxford Wealth Management, LLCAug 2026 to now
- Ridge Home LoansOct 2018 to now
- Security Home MortgageNov 2008 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
Oxford Wealth Management
Legal name: Oxford Wealth Management LLC
$109.6MAssets managed
66Clients
3Advisers
2 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
- 4763564
- Firm CRD
- 332725