Charles Davis, financial advisor Carmel IN
93 score

Charles Davis

CRD Number: 5441093
Current Firm: Oxford Financial Group, Ltd

Charles Davis (CRD# 5441093) is an Investment Advisor Representative working at Oxford Financial Group, Ltd in Carmel, IN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Oxford Financial Group, Ltd Carmel, IN Jul 2007 - Current 9
Unemployed Indianapolis, IN Dec 2006 - Jul 2007 < 1
Davis Homes, LLC Indianapolis, IN Jul 1990 - Dec 2006 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Charles R. Davis
Phone Number: 317-843-5678
Firm Website: http://www.ofgltd.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    13,577
    MILLIONS
  • Total Number of Accounts
    8,468
    ACCOUNTS
  • Average Account Value
    $1,603,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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