Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennon? Claim Your ProfileBrennon C Hawkins is a financial advisor and a Registered Representative of Exencial Wealth Advisors, LLC. He is licensed to provide financial advice in North Carolina and Oklahoma and has a Series 65, Series 63, Series 7, Series 6, Series 22, Series 82, and Series 99 licenses. Brennon's experience includes previous roles at Wells Fargo Securities, LLC and Vanguard Marketing Corporation.
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
1
2
OK
11/18/2021 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
NC
10/07/2020 - 05/11/2021
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
06/26/2017 - 05/30/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 11/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brennon Hawkins is the right advisor for you? Invested Better is here to help.
