AdvisorOS Directory
Claim Profile
TL

Timothy Arthur Lex

OXFORD FINANCE ADVISORS, LLC·ALEXANDRIA, Virginia
Unclaimed Profile
115 SOUTH UNION STREET, ALEXANDRIA, VA 22314CRD# 2747684Firm CRD# 304433
01

About

Timothy Arthur Lex is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with OXFORD FINANCE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
OXFORD FINANCE ADVISORS, LLC
OXFORD FINANCE ADVISORS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
80
Total firm employees
View all advisors at OXFORD FINANCE ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ORIGINATION, LEVERAGE SOURCING AND ADMINISTRATION FEES
Regulatory
SEC/IARD CRD# 2747684
Firm CRD# 304433
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ALEXANDRIA?

Browse all registered financial advisors in ALEXANDRIA, Virginia or claim this profile if it's yours.

Browse ALEXANDRIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Timothy Arthur Lex offer?
Timothy Arthur Lex specializes in Retirement Planning. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Timothy Arthur Lex's credentials?
Timothy Arthur Lex is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Arthur Lex located?
Timothy Arthur Lex is based in ALEXANDRIA, Virginia, working with OXFORD FINANCE ADVISORS, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Timothy Arthur Lex charge for services?
Timothy Arthur Lex's firm is compensated through percentage of aum, performance-based fees, other: origination, leverage sourcing and administration fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXFORD FINANCE ADVISORS, LLC?
OXFORD FINANCE ADVISORS, LLC has approximately 80 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ALEXANDRIA
Thomas Murphy Gardner — MOTLEY FOOL VENTURES MANAGEMENT LLCPeter Ellison Jacobstein — MOTLEY FOOL ASSET MANAGEMENT, LLCSaurabha Indravadan Shah — X-10 CAPITAL MANAGEMENT LLCRobert Francis Brokamp — MOTLEY FOOL FINANCIAL PLANNING, LLCLawrence T Greenberg — MOTLEY FOOL VENTURES MANAGEMENT LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile