Unclaimed
Austin Winsett is an Investment Advisor Representative at Exencial Wealth Advisors. Austin is registered with the state of Oklahoma and has been in the industry since 2018. Austin has earned the Series 65 license and specializes in providing financial planning services to individuals, families, and businesses. Austin is committed to helping clients achieve their financial goals. Austin has a strong background in the financial services industry, having previously worked at KPMG. Austin is also involved in the community, serving as an advisor for Drillworx Directional Drilling. Austin is a highly qualified and experienced advisor who is committed to providing his clients with the highest level of service.
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
07/17/2018 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
IA
Issued 07/17/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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