Unclaimed Profile

Debora Ames Bennett

OXFORD FINANCIAL GROUP, LTD·CARMEL, Indiana

Clean recordOXFORD FINANCIAL GROUP, LTD

11711 N MERIDIAN STREET, CARMEL, IN 46032CRD# 2630054Firm CRD# 105303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Debora Ames Bennett · CARMEL, IN

Registration

CRD #2630054 · OXFORD FINANCIAL GROUP, LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Debora Ames Bennett is a registered financial advisor based in CARMEL, Indiana, affiliated with OXFORD FINANCIAL GROUP, LTD. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

OXFORD FINANCIAL GROUP, LTD. LLC

OXFORD FINANCIAL GROUP, LTD

AUM

$18.2B

Regulatory assets under management

Employees

150

Total firm employees

View all advisors at OXFORD FINANCIAL GROUP, LTD. LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2630054

Firm CRD# 105303

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Debora Ames Bennett offer?

Debora Ames Bennett specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.

What are Debora Ames Bennett's credentials?

Debora Ames Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Debora Ames Bennett located?

Debora Ames Bennett is based in CARMEL, Indiana, working with OXFORD FINANCIAL GROUP, LTD. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does Debora Ames Bennett charge for services?

Debora Ames Bennett's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OXFORD FINANCIAL GROUP, LTD?

OXFORD FINANCIAL GROUP, LTD has approximately 150 employees and manages $18.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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