Derek Michael Oxford
Analyst-Equity bei Chas. P. Smith & Associates, PA, CPAs
Profil
Mr. Derek M.
Oxford is a Financial Advisor at Chas.
P.
Smith & Associates, PA, CPAs.
He has been an employee of CPS since July of 2008.
Prior to joining CPS, Mr. Oxford held a position on the 529 college planning team for Fidelity Investments and held a coveted seat on the Merrill Lynch institutional trading desk.
He transitioned to the back-office setting with the Merrill Lynch Insurance Group as the liaison with the west coast division for the annuity whole-sales department.
He earned a Bachelor’s Degree from Florida State University in Finance in 2004.
Aktive Positionen von Derek Michael Oxford
| Unternehmen | Position | Beginn |
|---|---|---|
Chas. P. Smith & Associates, PA, CPAs
 Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Analyst-Equity | 01.07.2008 |
Ehemalige bekannte Positionen von Derek Michael Oxford
| Unternehmen | Position | Ende |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Ausbildung von Derek Michael Oxford
| Florida State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
