Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter James Hunt is a Certified Financial Planner and investment advisor representative with Exencial Wealth Advisors. Peter has been in the financial services industry since February 2009. He is registered with the state of Oklahoma as an Investment Advisor Representative. Peter has a Series 65 - Uniform Investment Adviser Law Examination. He is a registered investment advisor with the following states: California, Connecticut, Florida, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina and Texas. Exencial Wealth Advisors is a Registered Investment Advisor (RIA) and maintains offices in both Oklahoma City, Oklahoma and Huntersville, North Carolina. Exencial Wealth Advisors provides investment advisory services to individuals, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, insurance companies and other investment advisors.
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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OK
06/09/2020 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
IA
Issued 03/14/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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