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
| Title | Chief Executive Officer And Elected Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Exencial Wealth Advisors, LLC
| Title | Shareholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2002 |