Unclaimed
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.
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
02/06/2023 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
CT
03/02/2001 - 06/17/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (GUILFORD CT)
BOTH
Issued 06/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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