Dustin Anthony Brown
Investment adviser representative at Oxford Financial Group, Ltd
7 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
7 years in the industry.
- Oxford Financial Group, LtdNov 2020 to now
- Equitable Advisors, LLCJul 2020 to Nov 2020
- UnemployedOct 2019 to Jul 2020
- Oxford Financial Group, LtdJan 2018 to Oct 2019
- Crust Pizzeria NapoletanaFeb 2016 to Feb 2018
- JP Morgan Private BankMay 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 5058494
- Firm CRD
- 105303