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John Forrest Burns

Exencial Wealth Advisors

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About John Forrest Burns

John 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.

Firm Information

John Burns 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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John Burns’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Forrest Burns.
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