Neal Gregg Davis
Investment adviser representative at Oxford Financial Group, Ltd
13 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$23.3BFirm assets
Are you Neal Gregg Davis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Oxford Financial Group, Ltd.Dec 2025 to now
- Fort Washington Investment Advisors, Inc.Oct 2021 to Dec 2025
- Buckingham Capital Management, Inc.Apr 2013 to Sep 2021
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (IN, OH).
Oxford Financial Group, Ltd
Legal name: Oxford Financial Group, Ltd. LLC
$23.3BAssets managed
697Clients
50Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5008386
- Firm CRD
- 105303