Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge 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.
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
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)
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
Active
Inactive
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