Conrad NettingCRD Number: 1862732
Current Firm: Exencial Wealth Advisors
Conrad Netting (CRD# 1862732) is an Investment Advisor Representative working at Exencial Wealth Advisors in San Antonio, TX and has over 29 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Exencial Wealth Advisors||San Antonio, TX||Apr 2016 - Current||1|
|Netting & Pace, Cpas||San Antonio, TX||Dec 1975 - Apr 2016||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
Total Assets Under Management1,586MILLIONS
Total Number of Accounts2,521ACCOUNTS
Average Account Value$629,133
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CT, FL, GA, IL, KS, LA, MA, MI, MO, NC, NH, NJ, NY, OK, PA, TX, VA, WA
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