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Neal Gregg Davis

Investment Adviser Representative at OXFORD FINANCIAL GROUP, LTD

Cincinnati, OHCRD #5008386Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
IndianaOhio
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/1/2012
Series 55
Limited Representative-Equity Trader Exam
Passed 9/8/2005
Series 7
General Securities Representative Examination
Passed 8/15/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Oxford Financial Group, Ltd Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OXFORD FINANCIAL GROUP, LTDCurrent
12/17/2025Cincinnati, OH
FORT WASHINGTON INVESTMENT ADVISORS INC
1/25/202212/11/2025Cincinnati, OH
BUCKINGHAM CAPITAL MANAGEMENT, INC.
7/16/20139/28/2021Dayton, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Neal Gregg Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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