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Jean bernard Joseph roger Burckett st laurent

Exencial Wealth Advisors

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About Jean bernard Joseph roger Burckett st laurent

Jean bernard Joseph roger Burckett st laurent is an Investment Advisor Representative at Exencial Wealth Advisors. Jean bernard Joseph roger Burckett st laurent has 11 years of experience in the financial services industry. Jean bernard Joseph roger Burckett st laurent has been registered with Exencial Wealth Advisors since June 2020. Prior to that, Jean bernard Joseph roger Burckett st laurent was registered with Cutler Group, LP; Bluefin Trading, LLC; Bluefin Specialists L.L.C.; Toro Trading LLC; B&B TRADING PARTNERS L.L.C.; and Group One Trading, L.P.. Jean bernard Joseph roger Burckett st laurent holds the Series 65, SIE and Series 7 licenses. Jean bernard Joseph roger Burckett st laurent has specializations in the areas of Retirement planning, College savings, Estate planning, Insurance and Annuities. Jean bernard Joseph roger Burckett st laurent is currently registered with the state of North Carolina and Oklahoma.

Firm Information

Jean bernard Burckett st laurent 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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Jean bernard Burckett st laurent’s Registration & Firm History

NC

06/09/2020 - Present

Exencial Wealth Advisors (Huntersville NC)

CA

01/31/2011 - 11/27/2017

CUTLER GROUP, LP (SAN FRANCISCO CA)

NY

09/09/2009 - 03/29/2010

BLUEFIN TRADING, LLC (NEW YORK NY)

NY

05/11/2007 - 11/16/2009

BLUEFIN SPECIALISTS L.L.C. (NEW YORK NY)

NY

05/11/2007 - 06/09/2008

BLUEFIN TRADING, LLC (NEW YORK NY)

NY

10/06/2006 - 02/09/2007

BLUEFIN TRADING, LLC (NEW YORK NY)

NJ

01/13/2005 - 10/06/2006

TORO TRADING LLC (RUMSON NJ)

NY

01/16/2004 - 06/02/2005

B&B TRADING PARTNERS L.L.C. (NEW YORK NY)

IL

09/26/2003 - 11/12/2004

GROUP ONE TRADING, L.P. (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jean bernard Joseph roger Burckett st laurent.
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