Unclaimed
Luke Bunch is a financial advisor at Oxenfree Financial. Luke has been in the industry since 2014. Luke is registered with the state of Florida and Texas as an Investment Advisor Representative. Luke offers financial planning, portfolio management services for individuals and other advisory services. Luke is a solutions architect at Oxenfree Technology LLC, and also works as an insurance agent.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation and advisory consulting
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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FL
06/19/2024 - Present
Oxenfree Financial (MELBOURNE FL)
IA
Issued 05/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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