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Adam Ward
from Oxford Financial Group, Ltd
Adam Ward is a financial advisor based in Indiana, Carmel,
with 27 years of experience. Adam currently works for
Oxford Financial Group, Ltd.
Adam maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Adam Ward works at Oxford Financial Group, Ltd
Oxford Financial Group, Ltd is a financial advisory firm based in Carmel, Indiana. It currently has approximately $6,537,286,549 of assets under management and employs about 159 people. Oxford Financial Group, Ltd uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
11711 North Meridian Street, Suite 600, Carmel, Indiana, 46032
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