Neil Krishnaswamy, financial advisor Plano TX
93 score

Neil Krishnaswamy

CRD Number: 5983812
Current Firm: Exencial Wealth Advisors

Neil Krishnaswamy (CRD# 5983812) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 4 years of experience in the finance industry. Neil Krishnaswamy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Exencial Wealth Advisors Oklahoma City, OK Jan 2013 - Current 3
Investors Asset Management, Inc. Plano, TX Oct 2011 - Apr 2013 1
Ameriprise Financial Richardson, TX Sep 2011 - Oct 2011 < 1
National Retirement Security Plan Dallas, TX Aug 2011 - Sep 2011 < 1
Superior Financial, LLC Rochester, MN Jun 2011 - Jul 2011 < 1
Keir Cfp Review Program (online) Dallas, TX Dec 2010 - Mar 2011 < 1
Hitachi Global Storage Technologies Rochester, MN Jul 2002 - Dec 2010 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Neil Krishnaswamy
Phone Number: 405-478-1971
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,586
    MILLIONS
  • Total Number of Accounts
    2,521
    ACCOUNTS
  • Average Account Value
    $629,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, KS, LA, MA, MI, MO, NC, NH, NJ, NY, OK, PA, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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