Paul
Ridley
Exencial Wealth Advisors
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About this Advisor
Paul Ridley is a financial advisor operating out of Old Lyme, Connecticut. Ridley works at Exencial Wealth Advisors. Over the course of their career, Ridley has held roles at Pruco Securities, LLC, Lowes, Mohawk Valley Community College, Self - Rental Owner, Prudential Insurance Company Of America, Exencial Wealth Advisors and Coldwell Banker Prime Properies. Ridley maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to serve investors in Oklahoma. Exencial Wealth Advisors is a registered investment business that has its headquarters in Oklahoma City, OK. The company has offices in 12 locations and a total of 114 advisors. It manages $4 billion in assets among its 4,629 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 33 charitable organizations. Of its 4,629 customer accounts, 45% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which service is provided. However, fees billed by Exencial Wealth Advisors likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$3,769,638,990
114
4,629
$814,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Paul Ridley Work History
Paul has been registered as a financial advisor for 0 years.*
Exencial Wealth Advisors
Pruco Securities, LLC
Prudential Insurance Company Of America
Self - Rental Owner
Coldwell Banker Prime Properies
Lowes
Mohawk Valley Community College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Ridley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Exencial Wealth Advisors
Dallas, TX
Oklahoma City, OK
Old Lyme, CT
Dallas, TX
Huntersville, NC
Huntersville, NC
Oklahoma City, OK
Oklahoma City, OK
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