Invested Better
Unclaimed

Unclaimed

Unclaimed

Lori Christine Stephenson

Exencial Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lori? Claim Your Profile

About Lori Christine Stephenson

Lori 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.

Firm Information

Lori Stephenson 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Revenue sharing arrangement

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lori Stephenson’s Registration & Firm History

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)

Not sure if Lori Christine Stephenson is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Christine Stephenson.
Not sure if Lori Christine Stephenson is right for you?