Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Brandon Snider is an investment advisor representative at Exencial Wealth Advisors. Jared is licensed to provide investment advice in California, Florida, Kansas, Louisiana, North Carolina, Ohio, Oklahoma, Pennsylvania, and Texas. Jared has been with Exencial Wealth Advisors since April 2014. Jared is an equity partner of the firm and holds the Series 65 license. Jared specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Jared also provides general consulting services to clients.
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
04/03/2023 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
IA
Issued 11/01/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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