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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Forrest Brown is a financial advisor in Oklahoma City, OK. John is registered with the state of Missouri, Oklahoma and Texas. John is associated with Exencial Wealth Advisors, LLC. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. The firm's main office is located in Oklahoma City, OK. John is a Series 65 registered investment advisor representative. John has been a financial advisor for over 20 years, and has experience in financial planning, portfolio management, and pension consulting. John is also a member of the GJ Liquidation Company, a non-investment related company based in St. Louis, MO. John is a respected member of the financial community and is committed to providing his clients with the highest level of service and expertise.
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
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OK
08/11/2017 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
IA
Issued 02/29/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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