Lori
Stephenson
Exencial Wealth Advisors
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About this Advisor
Lori Stephenson is a financial advisor based in Oklahoma City, Oklahoma, working with Exencial Wealth Advisors. Lori has previously held positions at Fidelity Brokerage Services, LLC, Exencial Wealth Advisors, LLC, and Transitioning From Move. Lori has passed the Series 66 regulatory exam and is registered to provide services in Alabama, California, Colorado, Connecticut, Florida, Louisiana, Michigan, North Carolina, Oklahoma, Pennsylvania, and Texas. Currently, Lori 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
Lori Stephenson Work History
Exencial Wealth Advisors, LLC
Exencial Wealth Advisors, LLC
Transitioning From Move
Fidelity Brokerage Services, LLC
Disclosures
Please visit the SEC profile of Lori Stephenson 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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