Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Dillard is an Investment Advisor Representative with Exencial Wealth Advisors. Caleb has been registered with the SEC since October 29, 2015. Caleb holds a Series 65 license. Caleb is also registered as an Investment Advisor Representative in Connecticut and Texas. Caleb's firm has a total of 45 clients. The firm provides financial planning, pension consulting, and portfolio management services to high net worth individuals, corporations, and charitable organizations. Exencial Wealth Advisors has approximately $5.02 billion in assets under management.
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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2
OK
09/04/2019 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
IA
Issued 02/23/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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