Chance Michael Finucane
Investment adviser representative at Oxbow Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Oxbow Advisors, LLCDec 2017 to now
- UnemployedApr 2017 to Nov 2017
- Institutional Capital, LLCJan 2011 to Mar 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oxbow Advisors, LLC
$2.5BAssets managed
744Clients
10Advisers
15 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
- 6938549
- Firm CRD
- 156393