Derwin B. Davis

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CRD#: 7288026

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Derwin Bryan Davis, CFP® was a registered financial professional .

Derwin is a previously registered financial professional and started their career in finance in 2021. Derwin had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

GSN Inc. Mr. Davis is the owner of GSN, Inc., an Atlanta, GA based sign and electrical company. Mr. Davis spends 3 hours per week outside of US trading hours performing administrative tasks for GSN Inc. Mr. Davis does not solicit our Firm's clients for GSN Inc. Any compensation paid for GSN Inc.'s services is paid directly to GSN Inc., and our Firm does not receive any portion of this compensation. Davis Entertainment Inc. Mr. Davis is the owner of Davis Entertainment Inc., an Atlanta, GA based hospitality and entertainment company. Mr. Davis spends 3 hour per year outside of US trading hours performing administrative tasks for Davis Entertainment Inc. Mr. Davis does not solicit our Firm's clients for Davis Entertainment Inc. Any compensation paid for Davis Entertainment Inc. is paid directly to Davis Entertainment Inc., and our Firm does not receive any portion of this compensation. Davis Law L.L.C. Mr. Davis, sole owner and president of our Firm, in his personal capacity, is a full-time attorney at his own law firm Davis Law, L.L.C.. He spends 40 hours per week providing estate planning services, approximately 6 of which is during U.S. trading hours. From time to time, he refers the Firm's clients to Davis Law, L.L.C.. Any services Mr. Davis provides for Davis Law, L.L.C. is separate and distinct from the services provided by our Firm. Any compensation paid by Davis Law, L.L.C. for his services is paid directly to the law firm, and our Firm does not receive any portion of this compensation.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Past

January 5, 2021 - December 31, 2024

OXFORD FINANCIAL ADVISORS, INC.

RIA

CRD#: 300482

CONYERS, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

OXFORD FINANCIAL ADVISORS, INC.

CRD#: 300482 / SEC#:

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Contact information

Main Address

1889 Brandy Woods Trail, Conyers, GA 30013

Mailing Address

Phone number

(404) 245-5688

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 300,000

Red Flags

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