Exencial Wealth Advisors

Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $3,769,638,990 in 4,629 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,770
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Exencial Wealth Advisors
Showing 1 - 10 of 41 top financial advisors.
1
James A. Bailey
CRD#: 2726041
9108 N. Kelley Avenue, Oklahoma City, OK 73131

James Bailey (CRD# 2726041) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 26 years of experience in the finance industry.

2
Jeffrey L. Baty
CRD#: 4130613
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Jeffrey Baty (CRD# 4130613) 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.

3
Karen L. Boschert
CRD#: 5450762
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Karen Boschert (CRD# 5450762) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 16 years of experience in the finance industry.

4
David W. Bregger
CRD#: 1277916
9108 N. Kelley Avenue, Oklahoma City, OK 73131

David Bregger (CRD# 1277916) 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.

5
Christopher J. Brown
CRD#: 3265510
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Christopher Brown (CRD# 3265510) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 24 years of experience in the finance industry.

6
John F. Brown
CRD#: 2076607
1845 Woodall Rodgers Fwy., Suite 1050, Dallas, TX 75201

John Brown (CRD# 2076607) is an Investment Advisor Representative working at Exencial Wealth Advisors in Dallas, TX and has over 24 years of experience in the finance industry.

7
John F. Burns
CRD#: 1538784
9108 N. Kelley Avenue, Oklahoma City, OK 73131

John Burns (CRD# 1538784) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 37 years of experience in the finance industry.

8
Kristin R. Carlton
CRD#: 5733620
7373 Broadway, Suite 400, San Antonio, TX 78209

Kristin Carlton (CRD# 5733620) is an Investment Advisor Representative working at Exencial Wealth Advisors in San Antonio, TX and has over 14 years of experience in the finance industry.

9
Timothy M. Courtney
CRD#: 2700992
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Timothy Courtney (CRD# 2700992) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 28 years of experience in the finance industry.

10
Caleb J. Dillard
CRD#: 6478861
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Caleb Dillard (CRD# 6478861) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 9 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.