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 →David is an equity partner (less than 5% ownership) at Exencial Wealth Advisors, LLC since 2019. He dedicates his entire work week to performing services for the firm and shares in the firm's profits and losses.