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John Forrest Burns

Chief Executive Officer And Elected ManagerExencial Wealth Advisors, LLCCRD 1538784

About John Forrest Burns

John Forrest Burns is listed as Chief Executive Officer And Elected Manager at Exencial Wealth Advisors, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%. John Forrest Burns is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Exencial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John Forrest Burns work?

John Forrest Burns is listed as Chief Executive Officer And Elected Manager at Exencial Wealth Advisors, LLC on SEC Form ADV.

How much of Exencial Wealth Advisors, LLC does John Forrest Burns own?

Form ADV reports a beneficial ownership band of Under 5%.

Exencial Wealth Advisors, LLC

TitleChief Executive Officer And Elected Manager
OwnershipUnder 5%
Control personYes
Since2018
View Exencial Wealth Advisors, LLC →

Exencial Wealth Advisors, LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2002
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