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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Brown is a registered investment advisor representative at Exencial Wealth Advisors. Christopher has been in the financial services industry for over 20 years and has experience working with a variety of clients, including individuals, families, corporations, and charitable organizations. Christopher is committed to providing personalized financial advice to help clients achieve their financial goals. Christopher has licenses in 11 states and specializes in working with high net worth individuals, corporations, and charitable organizations.
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
04/11/2023 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
NC
09/03/2013 - 08/05/2015
INVESTMENT PROFESSIONALS, INC. (SHELBY NC)
NC
09/26/2012 - 09/10/2013
LPL FINANCIAL LLC (SHELBY NC)
NC
10/20/2008 - 09/24/2012
WELLS FARGO ADVISORS, LLC (DAVIDSON NC)
NC
07/22/2002 - 11/03/2008
CITIGROUP GLOBAL MARKETS INC. (CORNELIUS NC)
MN
10/11/1999 - 07/19/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/11/1999 - 07/19/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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