Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lewis is a financial advisor with Oxford Financial Group, Ltd. David has been in the industry since July 2008. David is registered in Illinois as an Investment Advisor Representative. David's primary office is located in Chicago, Illinois. David holds the designation of Chartered Financial Analyst. David serves on Limited Partner Advisory Committees for certain underlying investment funds where an Oxford private fund is a limited partner and receives no compensation for this role.
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.
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IL
11/06/2017 - Present
Oxford Financial Group, Ltd. (Chicago IL)
Active
Inactive
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