Exencial Wealth Advisors
Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $1,586,044,414 in 2,521 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management1,586MILLION
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Total Number of Accounts2,521ACCOUNTS
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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
Kristin Carlton (CRD# 5733620) is an Investment Advisor Representative working at Exencial Wealth Advisors in San Antonio, TX and has over 7 years of experience in the finance industry. Kristin Carlton 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.
Robert Knode (CRD# 5006234) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 9 years of experience in the finance industry. Robert Knode 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.
Thomas Mc Guigan (CRD# 2381197) is an Investment Advisor Representative working at Exencial Wealth Advisors in Old Lyme, CT and has over 23 years of experience in the finance industry. Thomas Mc Guigan 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.
Monica Sipes (CRD# 5724163) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 7 years of experience in the finance industry. Monica Sipes 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.
Jared Snider (CRD# 6236036) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 3 years of experience in the finance industry.
Timothy Courtney (CRD# 2700992) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 21 years of experience in the finance industry.
Suzanne Fitzgerald (CRD# 3136145) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 18 years of experience in the finance industry.
Jerry Georgopoulos (CRD# 2746357) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 20 years of experience in the finance industry.
Neil Krishnaswamy (CRD# 5983812) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 5 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.
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.