Michael McGlashen, financial advisor Oklahoma City OK

Michael McGlashen

CRD Number: 1325666
Current Firm: Exencial Wealth Advisors

Michael McGlashen (CRD# 1325666) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Exencial Wealth Advisors Oklahoma City, OK Nov 2020 - Current 3
Bucks County Financial Planning Group, Inc. Newtown, PA Oct 2009 - Nov 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Michael R. McGlashen
By the Numbers
  • Total Assets Under Management
    3,770
    MILLIONS
  • Total Number of Accounts
    4,629
    ACCOUNTS
  • Average Account Value
    $814,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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Data verified by both the advisor and the public regulatory data.

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