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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 Burns is a financial advisor with Exencial Wealth Advisors. John has been in the financial services industry for over 30 years and has a strong track record of helping clients achieve their financial goals. John is a CERTIFIED FINANCIAL PLANNER™ professional and holds both Series 6 and Series 7 licenses. John has experience working with a variety of clients, including individuals, families, businesses, and institutions. John has a strong understanding of investment strategies and can help clients develop a personalized plan to meet their needs. John is committed to providing his clients with the highest level of service and is dedicated to helping them reach their financial goals.
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
02/09/2004 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
OK
01/08/2002 - 03/10/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (OKLAHOMA CITY OK)
CT
03/21/1996 - 01/11/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
04/22/1992 - 03/12/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/18/1986 - 03/12/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
08/18/1986 - 12/31/1989
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 02/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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