Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Berney is a Registered Representative at Exencial Wealth Advisors. Alexander has been in the industry since 2014. Alexander is licensed to provide financial advice in Oklahoma. Alexander is associated with Exencial Wealth Advisors in Oklahoma City, OK. Exencial Wealth Advisors is an investment advisor with approximately 5 billion dollars in assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing arrangement
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OK
10/14/2024 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
Active
Inactive
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