Unclaimed Profile

Taylor M Vowles

OXFORD WEALTH MANAGEMENT LLC·LINDON, Utah

SIE, Series 7, Series 24, Series 65, Series 66, Series 79Clean record12 years registeredOXFORD WEALTH MANAGEMENT LLC

195 NORTH STATE STREET, LINDON, UT 84042CRD# 5170051Firm CRD# 332725

Profile Verification

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

Identity

Taylor M Vowles · LINDON, UT

Registration

CRD #5170051 · OXFORD WEALTH MANAGEMENT LLC · 12 years registered

Brand Profile

Not yet started

Career History

OXFORD WEALTH MANAGEMENT

Jan 2025 – present

DRIVE WEALTH ADVISERS

Jan 2018 – May 2025

LEHI, UT

SILBER BENNETT FINANCIAL, INC.

Jan 2014 – Jul 2015

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Series 66

Series 79

Registration record

First registered · January 28, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OXFORD WEALTH MANAGEMENT LLC

CRD 332725 · SEC 801-131225

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by OXFORD WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OXFORD WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Taylor M Vowles offer?

Taylor M Vowles specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINDON, Utah for a consultation.

What are Taylor M Vowles's credentials?

Taylor M Vowles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Taylor M Vowles located?

Taylor M Vowles is based in LINDON, Utah, working with OXFORD WEALTH MANAGEMENT LLC. Their office serves clients in the LINDON metropolitan area and surrounding communities.

How does Taylor M Vowles charge for services?

Taylor M Vowles'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 WEALTH MANAGEMENT LLC?

OXFORD WEALTH MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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