Samuel
Rice
Exencial Wealth Advisors
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About this Advisor
Samuel Rice is a financial advisor working out of Dallas, Texas with 2 years of relevant experience. Rice currently works for Exencial Wealth Advisors. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Westpac Wealth Partners, Greystar Management Services, Self Lender, Hashoff, Insight Global Contracted Employment Bing Microsoft, Applejacks, Bluebird Bistro, College Student, University Of Kansas, Bank Of America, N.A and Exencial Wealth Advisors, LLC. Rice maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut, North Carolina, Oklahoma and Texas. Exencial Wealth Advisors is a company that has its headquarters in Oklahoma City, OK. The firm has offices in 12 locations and a total of 114 people on staff. It manages $4 billion in total assets across its 4,629 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 33 charitable organizations. Of its 4,629 client accounts, 45% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a number 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. Financial management fees vary depending on which services the firm provides the client. Fee types charged by Exencial Wealth Advisors likely include any combination 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
Samuel Rice Work History
Samuel has been registered as a financial advisor for 2 years.*
Exencial Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Westpac Wealth Partners
Greystar Management Services
Self Lender
Hashoff
Insight Global Contracted Employment Bing Microsoft
Applejacks
Bluebird Bistro
College Student
University Of Kansas
*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 Samuel Rice 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
Old Lyme, CT
Dallas, TX
Huntersville, NC
Oklahoma City, OK
Dallas, TX
Oklahoma City, OK
Huntersville, NC
Oklahoma City, OK
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