Derek Michael Oxford

Analyst-Equity at Chas. P. Smith & Associates, PA, CPAs

41 year

Finance

Consumer Services

Profile

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.

Derek Michael Oxford active positions

Companies	Position	Start
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	2008-06-30

All active positions of Derek Michael Oxford

Former positions of Derek Michael Oxford

Companies	Position	End
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	-

See the detail of Derek Michael Oxford's experience

Training of Derek Michael Oxford

Florida State University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Derek Michael Oxford's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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

See company connections