Exencial Wealth Advisors
Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $4,360,545,533 in 4,065 accounts and serve the financial needs of clients across 43 states (or territories).
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Total Assets Under Management4,361MILLION
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Total Number of Accounts4,065ACCOUNTS
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Average Account Value$1,072,705
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
James Bailey (CRD# 2726041) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 25 years of experience in the finance industry. James Bailey 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.
Jeffrey Baty (CRD# 4130613) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 22 years of experience in the finance industry.
Karen Boschert (CRD# 5450762) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 15 years of experience in the finance industry.
Christopher Brown (CRD# 3265510) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 23 years of experience in the finance industry.
John Brown (CRD# 2076607) is an Investment Advisor Representative working at Exencial Wealth Advisors in Frisco, TX and has over 22 years of experience in the finance industry.
John Burns (CRD# 1538784) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 36 years of experience in the finance industry. John Burns 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.
Kristin Carlton (CRD# 5733620) is an Investment Advisor Representative working at Exencial Wealth Advisors in San Antonio, TX and has over 13 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.
Timothy Courtney (CRD# 2700992) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 27 years of experience in the finance industry.
Caleb Dillard (CRD# 6478861) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 7 years of experience in the finance industry.
Jacob Downing (CRD# 5184222) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has over 16 years of experience in the finance industry. Jacob Downing 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.