Unclaimed
Pete Trontis is an Investment Advisor Representative registered in North Carolina and Oklahoma. He is an Equity Partner and owner of Exencial Wealth Advisors. Pete is a Chartered Financial Analyst and has been in the industry since 2014. Pete has a history of working for firms like Willingdon Wealth Management, Horizon Investments, Wells Fargo Securities and Exencial Wealth Advisors. Exencial Wealth Advisors is a firm based in Oklahoma City that specializes in providing financial planning, pension consulting, and portfolio management services. Pete Trontis is a dedicated professional with experience in the financial industry and is committed to helping clients achieve their financial goals.
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
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2
NC
06/09/2020 - Present
Exencial Wealth Advisors (Huntersville NC)
Active
Inactive
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