Patricia V. Eddy
Investment adviser representative at Oxford Planning Group, LLC
1 stateRegistered in
$112.9MFirm assets
Under 1 yearFirm in business
1Exams passed
Are you Patricia V. Eddy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
No employment history in this record.
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MD).
Oxford Planning Group, LLC
$112.9MAssets managed
93Clients
3Advisers
Under 1 yearIn 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
- 5277551
- Firm CRD
- 286017