Exencial Wealth Advisors Company Culture
Exencial Wealth Advisors Culture
This score is derived from employee ratings & reviewsTop Rated Culture Dimensions
N/A
Company Information
- Address
- 9108 N. Kelley Avenue
Oklahoma City, OK 73131
United States of America
- Website
- www.exencialwealth.com/
- Founded
- 2012
Company Description
Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning.
Key Executives
Name & Title
Bio
Caleb Dillard
Chief Operations Officer
Caleb Dillard serves as the Chief Operations Officer of Exencial Wealth Advisors. Caleb started at Exencial Wealth Advisors in September of 2015. Caleb currently resides in Oklahoma City, Oklahoma Area.
Tim Courtney
Chief Investment Officer
Tim Courtney serves as the Chief Investment Officer of Exencial Wealth Advisors.
Derek Northup
CFO and Tax Director
Derek Northup serves as the CFO and Tax Director of Exencial Wealth Advisors. Derek started at Exencial Wealth Advisors in January of 2016. Derek currently resides in the Dallas/Fort Worth Area.
Marshall Welke
Chief Compliance Officer
Marshall Welke serves as the Chief Compliance Officer of Exencial Wealth Advisors.
Let Exencial Wealth Advisors Know You Want To Work There
Tell Exencial Wealth Advisors you're interested in working at the company, while keeping your personal identity anonymous. Comparably will give Exencial Wealth Advisors the opportunity to hire you. When there's a job opening that's a fit we'll make the match happen.
Gender Score How positively women rate their overall experience at Exencial Wealth Advisors
N/A
Diversity Score How positively minorities rate their overall experience at Exencial Wealth Advisors
N/A
Know someone that works at Exencial Wealth Advisors?
Send them an invite to rate the company culture.
×