9108 N. Kelley Avenue, Oklahoma City, OK, 73131
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →James is an equity partner at Exencial Wealth Advisors, dedicating his full work week to the firm. He and his wife also own several rental properties, requiring minimal time for general upkeep.