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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Clayton Poudrier is a financial advisor with Exencial Wealth Advisors. David has been in the financial industry for over 10 years, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He is a Certified Financial Planner and holds Series 7 and Series 66 licenses. David is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. David has worked for several financial institutions throughout his career, including Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Willingdon Wealth Management LLC.
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
06/06/2023 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
NC
10/17/2016 - 05/21/2019
CHARLES SCHWAB & CO., INC. (Huntersville NC)
VA
11/14/2012 - 10/05/2016
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
SC
05/21/2012 - 09/26/2012
WELLS FARGO ADVISORS, LLC (MYRTLE BEACH SC)
FL
12/23/2010 - 05/09/2012
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 08/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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