Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Christine Stephenson is a financial advisor with Exencial Wealth Advisors, based in Oklahoma City, Oklahoma. Lori has over 10 years of experience in the financial services industry. She holds the Series 66, Series 7, and Series 9 and 10 licenses and is a Certified Financial Planner. Lori specializes in providing financial planning, investment management, and retirement planning services for individuals, families, and businesses. Lori previously worked with Fidelity Brokerage Services, LLC and MetLife Securities Inc.
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
09/24/2018 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
CO
07/09/2013 - 10/06/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
10/28/2011 - 06/24/2013
METLIFE SECURITIES INC. (GREENWOOD VILLAGE CO)
CO
11/13/2009 - 08/04/2011
EDWARD JONES (LAKEWOOD CO)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/23/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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