Unclaimed Profile

David Lee Hecht

OXFORD FINANCIAL GROUP, LTD·CARMEL, Indiana

Series 2, Series 65Clean record24 years registeredOXFORD FINANCIAL GROUP, LTD

11711 N MERIDIAN STREET, CARMEL, IN 46032CRD# 2704238Firm CRD# 105303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lee Hecht · CARMEL, IN

Registration

CRD #2704238 · OXFORD FINANCIAL GROUP, LTD · 24 years registered

Brand Profile

Not yet started

Career History

VALEO FINANCIAL ADVISORS, LLC

Jan 2018 – present

OXFORD FINANCIAL GROUP, LTD

Jul 2002 – Jan 2017

CARMEL, IN

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · July 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OXFORD FINANCIAL GROUP, LTD. LLC

CRD 105303 · SEC 801-20692

AUM

$18.2B

Regulatory assets under management

Employees

150

6,270 client accounts

Services offered by OXFORD FINANCIAL GROUP, LTD. LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at OXFORD FINANCIAL GROUP, LTD. LLC →

Introduction

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Frequently Asked Questions

What services does David Lee Hecht offer?

David Lee Hecht specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.

What are David Lee Hecht's credentials?

David Lee Hecht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lee Hecht located?

David Lee Hecht is based in CARMEL, Indiana, working with OXFORD FINANCIAL GROUP, LTD. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does David Lee Hecht charge for services?

David Lee Hecht's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OXFORD FINANCIAL GROUP, LTD?

OXFORD FINANCIAL GROUP, LTD has approximately 150 employees and manages $18.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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