Unclaimed
James Andrew Bailey is a financial advisor with Exencial Wealth Advisors. James is registered with the state of Oklahoma and has been in the industry since 1997. James holds the Series 63, 65 and 7 licenses and is also a Certified Financial Planner. James has experience with various financial products and services. James specializes in Financial Planning, Pension Consulting, and Selection of Other Advisors. James focuses on working with individuals, corporations, and charitable organizations. James is also an equity partner in the firm.
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
09/09/1997 - 03/31/1999
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 01/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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