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David Wayne Lysenko

OXFORD WEALTH MANAGEMENT LLC·LINDON, Utah
Clean recordOXFORD WEALTH MANAGEMENT LLC
195 NORTH STATE STREET, LINDON, UT 84042CRD# 6048312Firm CRD# 332725

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Wayne Lysenko · LINDON, UT
Registration
CRD #6048312 · OXFORD WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Wayne Lysenko is a registered financial advisor based in LINDON, Utah, affiliated with OXFORD WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OXFORD WEALTH MANAGEMENT LLC
OXFORD WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OXFORD WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6048312
Firm CRD# 332725
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Wayne Lysenko offer?
David Wayne Lysenko specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINDON, Utah for a consultation.
What are David Wayne Lysenko's credentials?
David Wayne Lysenko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Wayne Lysenko located?
David Wayne Lysenko is based in LINDON, Utah, working with OXFORD WEALTH MANAGEMENT LLC. Their office serves clients in the LINDON metropolitan area and surrounding communities.
How does David Wayne Lysenko charge for services?
David Wayne Lysenko'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 WEALTH MANAGEMENT LLC?
OXFORD WEALTH MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OXFORD WEALTH MANAGEMENT LLC

Cameron Jacob Archibald
LINDON, UT
Taylor M Vowles
LINDON, UT

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Nearby cities in Utah
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Research
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