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George Alex Carlson

Exencial Wealth Advisors

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About George Alex Carlson

George Carlson is a financial advisor with Exencial Wealth Advisors. George has been in the financial services industry since 2020. George is licensed to provide investment advice in Texas and Oklahoma. George is a CERTIFIED FINANCIAL PLANNER™ professional. George has experience working with individuals, corporations, and non-profit organizations. George provides a range of financial services, including financial planning, portfolio management, and retirement planning.

Firm Information

George Carlson is currently registered with Exencial Wealth Advisors. Exencial Wealth Advisors is an Oklahoma City-based wealth management firm with over $5 billion in assets under management. They provide a variety of services, including financial planning, portfolio management, and pension consulting. They serve a range of clients, including individuals, businesses, and institutions. Exencial Wealth Advisors is a registered investment advisor and is committed to providing their clients with personalized and comprehensive wealth management solutions.
Exencial Wealth Advisors

9108 N. KELLEY AVENUE

OKLAHOMA CITY, OK 73131

$5.02B

Assets Under Management

45

Total Clients

37

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting

General consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing arrangement

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George Carlson’s Registration & Firm History

OK

12/03/2024 - Present

Exencial Wealth Advisors (OKLAHOMA CITY OK)

TX

01/13/2023 - 11/08/2023

MORGAN STANLEY (Dallas TX)

TX

02/23/2022 - 09/05/2023

E*TRADE SECURITIES LLC (Dallas TX)

TX

10/29/2021 - 01/19/2022

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BOTH

Issued 05/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Alex Carlson.
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