Timothy Michael Courtney
Chief Investment Officer & MemberExencial Wealth Advisors, LLCCRD 2700992
About Timothy Michael Courtney
Timothy Michael Courtney is listed as Chief Investment Officer & Member at Exencial Wealth Advisors, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Exencial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Timothy Michael Courtney work?
Timothy Michael Courtney is listed as Chief Investment Officer & Member at Exencial Wealth Advisors, LLC on SEC Form ADV.
How much of Exencial Wealth Advisors, LLC does Timothy Michael Courtney own?
Form ADV reports a beneficial ownership band of Under 5%.
Exencial Wealth Advisors, LLC
| Title | Chief Investment Officer & Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |