Luke
Bunch
Oxenfree Financial
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About this Advisor
Luke Bunch is a financial advisor based in Satellite Beach, Florida, working with Oxenfree Financial. Luke has previously held positions at Leggett & Platt Inc, James Phillips P.A. Dba Phillips Financial Advisors, Affinity Financial Advisors, and Oxenfree Financial. Luke has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Luke is part of Oxenfree Financial, which operates out of Satellite Beach, Florida. The firm has 2 offices and 5 employees. The firm manages assets totaling $120.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Oxenfree Financial includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oxenfree Financial Brokerage Details
$120,709,341
5
1,232
$97,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Luke Bunch Work History
Oxenfree Financial
Oxenfree Financial
Oxenfree Financial
James Phillips P.A. Dba Phillips Financial Advisors
Affinity Financial Advisors
Leggett & Platt Inc
Disclosures
Please visit the SEC profile of Luke Bunch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oxenfree Financial
Satellite Beach, FL
Satellite Beach, FL
Satellite Beach, FL
Satellite Beach, FL
Satellite Beach, FL
Satellite Beach, FL
Satellite Beach, FL
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