Brian D Copsey
Chief Financial OfficerOxford Financial Group, Ltd. LLCCRD 6259713
About Brian D Copsey
Brian D Copsey is listed as Chief Financial Officer at Oxford Financial Group, Ltd. LLC in Carmel, IN. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Oxford Financial Group, Ltd. LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian D Copsey work?
Brian D Copsey is listed as Chief Financial Officer at Oxford Financial Group, Ltd. LLC on SEC Form ADV.
How much of Oxford Financial Group, Ltd. LLC does Brian D Copsey own?
Form ADV reports a beneficial ownership band of Under 5%.
Oxford Financial Group, Ltd. LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |