Christian Patterson

Wealth Advisor at Exencial Wealth Advisors - Oklahoma City, OK, US

Christian Patterson's Colleagues at Exencial Wealth Advisors
Randy Farina

Senior Portfolio Manager

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Pete Trontis

Senior Portfolio Manager

Contact Pete Trontis

Craig Wezenski

Partner & Director of Business Development

Contact Craig Wezenski

Spencer Noble

Equity Trader, Client Service Associate

Contact Spencer Noble

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Christian Patterson's Contact Details
HQ
405-478-1971
Location
Baton Rouge, Louisiana, United States
Company
Exencial Wealth Advisors
Christian Patterson's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

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 independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
Details about Exencial Wealth Advisors
Frequently Asked Questions about Christian Patterson
Christian Patterson currently works for Exencial Wealth Advisors.
Christian Patterson's role at Exencial Wealth Advisors is Wealth Advisor.
Christian Patterson's email address is ***@exencialwealth.com. To view Christian Patterson's full email address, please signup to ConnectPlex.
Christian Patterson works in the Financial Services industry.
Christian Patterson's colleagues at Exencial Wealth Advisors are Randy Farina, Jacob Downing, Pete Trontis, Craig Wezenski, Karen Boschert, Spencer Noble, Michael Conerly and others.
Christian Patterson's phone number is 405-478-1971
See more information about Christian Patterson