Derrick Longo

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

Derrick Longo's Colleagues at Exencial Wealth Advisors
Braden Davis

Trader/Investment Operations

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Emily Kemp

Receptionist

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Brady Scarborough`

Relationship Manager

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Michelle Murphy

Relationship Manager

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Jon McAdams

Wealth Consultant

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Kyle Littleton

Assistant Manager

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Anna Park

Fort Worth Metroplex - Tax Senior

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Derrick Longo's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Company
Exencial Wealth Advisors
Derrick Longo'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
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Frequently Asked Questions about Derrick Longo
Derrick Longo currently works for Exencial Wealth Advisors.
Derrick Longo's role at Exencial Wealth Advisors is Wealth Advisor.
Derrick Longo's email address is ***@exencialwealth.com. To view Derrick Longo's full email address, please signup to ConnectPlex.
Derrick Longo works in the Financial Services industry.
Derrick Longo's colleagues at Exencial Wealth Advisors are Braden Davis, Emily Kemp, Brady Scarborough`, Michelle Murphy, Jon McAdams, Kyle Littleton, Anna Park and others.
Derrick Longo's phone number is 405-478-1971
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