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Neal Gregg Davis

Oxford Financial Group, Ltd

Carmel, IN

Cincinnati, OH

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Current Employers
Oxford Financial Group, Ltd

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-12-17
OH RA APPROVED 2025-12-17
  • IN RA
    APPROVED
    Since 2025-12-17
  • OH RA
    APPROVED
    Since 2025-12-17

Branch Locations

11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States

221 E 4Th St, Cincinnati, OH 45202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buckingham Capital Management, Inc. Dayton OH 04/2013 09/2021
Fort Washington Investment Advisors, Inc. Cincinnati OH 10/2021 12/2025
Oxford Financial Group, Ltd. Cincinnati OH 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-01
  • S65 Uniform Investment Adviser Law Examination
    2012-10-01
Designations
Other Names
  • Neal Davis
  • Neal G. Davis

View on SEC IAPD

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Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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