Exencial Wealth Advisors
Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $5,015,687,471 in 10,586 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management5,016MILLION
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Total Number of Accounts10,586ACCOUNTS
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Average Account Value$473,804
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jerry Georgopoulos (CRD# 2746357) is an Investment Advisor Representative working at Exencial Wealth Advisors in Dallas, TX and has over 27 years of experience in the finance industry.
Jeffrey Hibbeler (CRD# 4168383) 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.
Peter Hunt (CRD# 5645273) 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.
Kristoffer Klingelhoeffer (CRD# 6229078) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 10 years of experience in the finance industry.
Derrick Longo (CRD# 6269598) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 10 years of experience in the finance industry.
Matthew Macwilliams (CRD# 2238658) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 31 years of experience in the finance industry.
Michael McGlashen (CRD# 1325666) 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.
Christian Patterson (CRD# 6985618) is an Investment Advisor Representative working at Exencial Wealth Advisors in Plano, TX and has over 5 years of experience in the finance industry.
David Poudrier (CRD# 5855467) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 13 years of experience in the finance industry.
Philip Ross (CRD# 6168287) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 10 years of experience in the finance industry.