Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McGlashen is a registered investment advisor representative with Exencial Wealth Advisors. Michael has been in the financial services industry since 1985. Michael holds a Series 63 license and a Series 65 license. Michael currently provides services from locations in Oklahoma City, OK and Westlake Village, CA.
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
11/24/2020 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
NA
01/21/1985 - 05/01/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 11/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael McGlashen is the right advisor for you? Invested Better is here to help.
