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Patrick Mcleod Smith

Exencial Wealth Advisors

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About Patrick Mcleod Smith

Patrick Mcleod Smith is a financial advisor with Exencial Wealth Advisors and has been in the industry for over 20 years. Patrick holds the Series 7 and Series 66 licenses and is a Chartered Financial Analyst. Patrick has experience providing investment advice for individuals, businesses, and pension plans. Patrick is registered to provide investment advice in California, Connecticut, Florida, Massachusetts, North Carolina, and Oklahoma.

Firm Information

Patrick Smith 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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Patrick Smith’s Registration & Firm History

OK

02/06/2023 - Present

Exencial Wealth Advisors (OKLAHOMA CITY OK)

CT

03/02/2001 - 06/17/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (GUILFORD CT)

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Licenses & Designations

BOTH

Issued 06/04/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Mcleod Smith.
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