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David Bortins

Intern at Exencial Wealth Advisors

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EXENCIAL WEALTH ADVISORS

EXENCIAL WEALTH ADVISORS

  • description Description
    Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and indepe...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Exencial Wealth Advisors Org Chart and Mapping

Employees

Samuel Rice

Private Wealth Advisor

Cfp® Totah

Partner/ Senior Wealth Advisor

Brandi Simmons

Client Relationship Manager

Marco Farina

Investment Team Intern

Caleb Stinson

Director of Operations

Victoria Haas

Client Service Manager and Compliance Officer

Frequently Asked Questions Regarding David Bortins

Answer: David Bortins works for Exencial Wealth Advisors as Intern

Answer: David Bortins’s role in Exencial Wealth Advisors is Intern

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Answer: David Bortins works in the industry of: Financial Services

Answer: David Bortins works Exencial Wealth Advisors located at 9108 N Kelley Ave, City, Oklahoma, 73131, United States

Answer: Exencial Wealth Advisors's Intern is David Bortins

Answer: David Bortins contact details:

  • Phone number  :  (***)-***-****
  • Email  :  d****@exencialwealth.com

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