James
Bailey
Exencial Wealth Advisors
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About this Advisor
James Bailey is a financial advisor based in Oklahoma City, Oklahoma, working with Exencial Wealth Advisors. James has previously held positions at Portfolio Capital Management, Exencial Wealth Advisors, and Willingdon Wealth Management LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Connecticut, Florida, Indiana, Michigan, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, and Washington. Currently, James is part of Exencial Wealth Advisors, which operates out of Oklahoma City, Oklahoma. The firm has 12 offices and 101 employees. The firm manages assets totaling $5.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Exencial Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$5,015,687,471
101
10,586
$473,804
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
James Bailey Work History
Exencial Wealth Advisors
Willingdon Wealth Management LLC
Portfolio Capital Management
Disclosures
Please visit the SEC profile of James Bailey 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
Orange, CT
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Huntersville, NC
Dallas, TX
Old Lyme, CT
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