Unclaimed
Taylor A. Gill is an Investment Advisor Representative with Exencial Wealth Advisors. Taylor has been in the industry since 2014. They are licensed in California, District of Columbia, Florida, North Carolina, Oklahoma and Texas. Taylor is also a Series 65 licensed representative with their primary location at 7373 Broadway Suite 400 in San Antonio, Texas. Exencial Wealth Advisors is a wealth management firm with offices in Oklahoma City, Oklahoma and San Antonio, Texas. The firm specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other 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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2
TX
10/06/2022 - Present
Exencial Wealth Advisors (San Antonio TX)
IA
Issued 05/23/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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