Unclaimed
Christopher E. McGraw is an Investment Advisor Representative at Oxford Financial Group, Ltd. Christopher has been in the industry since 2003 and has a Series 7, Series 6, Series 65, and Series 66. Christopher has experience working for various financial institutions such as PNC Investments, J.P. Morgan Securities Inc., and BANC ONE SECURITIES CORPORATION. Christopher is registered to provide investment advice in Ohio. Oxford Financial Group, Ltd. provides portfolio management for individuals, businesses, and pooled investment vehicles. The firm also offers financial planning and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
09/06/2022 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
OH
07/21/2011 - 12/22/2011
PNC INVESTMENTS (COLUMBUS OH)
OH
06/16/2009 - 10/23/2009
J.P. MORGAN SECURITIES INC. (COLUMBUS OH)
OH
04/21/2003 - 06/20/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
IA
Issued 01/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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