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51-200 employees
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Financial Services
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9108 N. Kelley Avenue,Oklahoma City,OK,US
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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 and independent of the conflicts of interest associated with Wall Street Brokerage firms.
We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.
Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.
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Exencial Wealth Advisors Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
50%
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The widely used Exencial Wealth Advisors email format is {f}{last} (e.g. [email protected]) with 50% adoption across the company.
To contact Exencial Wealth Advisors customer service number in your country click here to find.
John Burns is the CEO of Exencial Wealth Advisors. To contact John Burns email at [email protected].
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