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Jerry Peter Georgopoulos

EXENCIAL WEALTH ADVISORS, LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
9108 N. KELLEY AVENUE, OKLAHOMA CITY, OK 73131CRD# 2746357Firm CRD# 130475
01

About

Jerry Peter Georgopoulos is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with EXENCIAL WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EXENCIAL WEALTH ADVISORS, LLC
EXENCIAL WEALTH ADVISORS
AUM
$5.0B
Regulatory assets under management
Employees
101
Total firm employees
View all advisors at EXENCIAL WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING ARRANGEMENT
Regulatory
SEC/IARD CRD# 2746357
Firm CRD# 130475
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry Peter Georgopoulos offer?
Jerry Peter Georgopoulos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Jerry Peter Georgopoulos's credentials?
Jerry Peter Georgopoulos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Peter Georgopoulos located?
Jerry Peter Georgopoulos is based in OKLAHOMA CITY, Oklahoma, working with EXENCIAL WEALTH ADVISORS, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Jerry Peter Georgopoulos charge for services?
Jerry Peter Georgopoulos's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing arrangement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXENCIAL WEALTH ADVISORS, LLC?
EXENCIAL WEALTH ADVISORS, LLC has approximately 101 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OKLAHOMA CITY
John Howard Blevins — ASHTON GRAY CAPITAL, LLCTodd Morgan Glass — HF II GP, LLCWilliam Christopher Reeves — HF II GP, LLCBenjamin Carter Stewart — HF II GP, LLCDavid Lee Thompson — INVESTRUST CONSULTING, LLC
Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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