Exencial Wealth Advisors Employee Directory

US - Oklahoma City - Oklahoma

About Exencial Wealth Advisors

exencial is a leading independent wealth management firm. we are a registered investment advisor (ria). that means our loyalty is exclusively to our clients. we are privately owned a... Read more

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Frequent questions about Exencial Wealth Advisors

How many employees does Exencial Wealth Advisors have currently??

Exencial Wealth Advisors has approximately 11-50, These team members are located across 1 countries. including United States.

Who are Exencial Wealth Advisors's key employees and leadership??

Exencial Wealth Advisors's key employees include:
  • co ceo: john burns
  • ,
  • Financial Advisor - Director Wealth Management: jeff baty
  • ,
  • chief compliance officer: joy parduhn
  • ,
  • chief information officer: tim courtney
  • ,
  • Associate Planner: dan routh
  • ,
  • director operations: marshall welke
  • ,
  • Relationship Manager: cassandra colon
  • ,
  • chief investment officer: tim courtney
  • .

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What is Exencial Wealth Advisors 's email format??

Exencial Wealth Advisors 's email format typically follows the pattern of Find more Exencial Wealth Advisors email formats with Tomba.io.

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