You don’t want to leave your financial planning to just anybody. You want to make sure you are hiring a qualified professional. One of the most important things to look for when determining if a financial advisor is qualified to handle your financial future is real-life experience and outstanding customer service skills.
Educational Requirements Met
One of the best reasons Chris Dixon Oxford Advisory Group is qualified to handle your financial planning for the future is that all of our advisors have met the educational requirements. At a minimum, each of our advisors has received their bachelor’s degree from an accredited university or state college. Some advisors may have furthered their education by obtaining an MBA. Not only that but all professional licenses, including the Series 7, are held by our financial advisors.
Proper Certifications
Another way that Chris Dixon & Samuel Dixon are qualified to handle your financial planning is because of their certifications. Not all brokerages require their advisors to obtain various certifications, but at Chris Dixon Oxford Advisory Group, we are proud to say our advisors are Certified Financial Planners. This means they have obtained the CFP certification given out by the Certified Financial Planner Board of Standards Inc. Our advisors are required to pass a test showing their understanding of financial planning to obtain this certification. All of our certified financial advisors must also adhere to the board’s code of ethics.
