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Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Jim Bailey | M | 55 |
Exencial Wealth Advisors LLC
![]() Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 4 jaar |
Randy James Farina | M | - |
Exencial Wealth Advisors LLC
![]() Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 4 jaar |
Pete Trontis | M | - |
Exencial Wealth Advisors LLC
![]() Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 7 jaar |
Jeff Hibbeler | M | - |
Exencial Wealth Advisors LLC
![]() Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 6 jaar |
Jon Burckett-St. Laurent | M | - |
Exencial Wealth Advisors LLC
![]() Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 5 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Scott Morris | M | - |
Exencial Wealth Advisors LLC
![]() Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | - |
Statistieken
Land | Connecties | % van het totaal |
---|---|---|
Verenigde Staten | 6 | 100.00% |
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