Charles Carter, Cfp®
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Charles Carter, Cfp® Email & Phone Number

Managing Director at Oxford Financial Group, Ltd. at Oxford Financial Group, Ltd.
Location: Carmel, Indiana, United States 1 work role 1 school
1 work email found @ofgltd.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@ofgltd.com
LinkedIn Profile matched
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Role
Managing Director at Oxford Financial Group, Ltd.
Location
Carmel, Indiana, United States
Company size

Who is Charles Carter, Cfp®? Overview

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Quick answer

Charles Carter, Cfp® is listed as Managing Director at Oxford Financial Group, Ltd. at Oxford Financial Group, Ltd., a company with 154 employees, based in Carmel, Indiana, United States. AeroLeads shows a work email signal at ofgltd.com and a matched LinkedIn profile for Charles Carter, Cfp®.

Charles Carter, Cfp® previously worked as Managing Director at Oxford Financial Group, Ltd.. Charles Carter, Cfp® holds Bba, Finance And International Business from University Of Kentucky.

Company email context

Email format at Oxford Financial Group, Ltd.

This section adds company-level context without repeating Charles Carter, Cfp®'s masked contact details.

*@ofgltd.com
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AeroLeads found 1 current-domain work email signal for Charles Carter, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Charles Carter, Cfp®

Passionately serving families' pursuit of multi-generational success through a Family Office experience.

Listed skills include Wealth Management, Strategic Financial Planning, Business Transitions, Estate Planning, and 18 others.

Current workplace

Charles Carter, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Oxford Financial Group, Ltd.
Oxford Financial Group, Ltd.
Managing Director at Oxford Financial Group, Ltd.
carmel, indiana, united states
Website
Employees
154
AeroLeads page
1 role

Charles Carter, Cfp® work experience

A career timeline built from the work history available for this profile.

  • Oxford Financial Group, Ltd.
    Managing Director
    Jun 2018 - Present
    Passionately enhancing the financial lives of clients by helping organize and deploy wealth in ways that enable families to lead lives that are happier, more harmonious and more secure.
Team & coworkers

Colleagues at Oxford Financial Group, Ltd.

Other employees you can reach at ofgltd.com. View company contacts for 154 employees →

1 education record

Charles Carter, Cfp® education

FAQ

Frequently asked questions about Charles Carter, Cfp®

Quick answers generated from the profile data available on this page.

What company does Charles Carter, Cfp® work for?

Charles Carter, Cfp® works for Oxford Financial Group, Ltd..

What is Charles Carter, Cfp®'s role at Oxford Financial Group, Ltd.?

Charles Carter, Cfp® is listed as Managing Director at Oxford Financial Group, Ltd. at Oxford Financial Group, Ltd..

What is Charles Carter, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ofgltd.com for Charles Carter, Cfp® at Oxford Financial Group, Ltd..

Where is Charles Carter, Cfp® based?

Charles Carter, Cfp® is based in Carmel, Indiana, United States while working with Oxford Financial Group, Ltd..

What companies has Charles Carter, Cfp® worked for?

Charles Carter, Cfp® has worked for Oxford Financial Group, Ltd..

Who are Charles Carter, Cfp®'s colleagues at Oxford Financial Group, Ltd.?

Charles Carter, Cfp®'s colleagues at Oxford Financial Group, Ltd. include Sue Mcmillen, Sphr, Cebs, Shrm-Scp, Susan Silberberg, Laurie Prater, Marianne Dubois, and Melissa Kropf.

How can I contact Charles Carter, Cfp®?

You can use AeroLeads to view verified contact signals for Charles Carter, Cfp® at Oxford Financial Group, Ltd., including work email, phone, and LinkedIn data when available.

What schools did Charles Carter, Cfp® attend?

Charles Carter, Cfp® holds Bba, Finance And International Business from University Of Kentucky.

What skills is Charles Carter, Cfp® known for?

Charles Carter, Cfp® is listed with skills including Wealth Management, Strategic Financial Planning, Business Transitions, Estate Planning, Financial Advisory, Commercial Insurance, Budgets, and Leadership.

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