Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid S. Totah is a financial advisor registered with Exencial Wealth Advisors. David S. Totah works with high-net-worth individuals, corporations, and charitable organizations. David S. Totah is also an equity partner of Exencial Wealth Advisors and has been with the firm since 2014. David S. Totah provides a variety of financial planning and investment management services, including financial planning, pension consulting, portfolio management, and selection of other advisors. David S. Totah is a Certified Financial Planner.
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
05/12/2014 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
IA
Issued 05/12/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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