Unclaimed Profile

John Forrest Burns

EXENCIAL WEALTH ADVISORS, LLC·OKLAHOMA CITY, Oklahoma

Series 6, Series 7, Series 24, Series 63, Series 6524 years registeredEXENCIAL WEALTH ADVISORS, LLC

9108 N. KELLEY AVENUE, OKLAHOMA CITY, OK 73131CRD# 1538784Firm CRD# 130475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Forrest Burns · OKLAHOMA CITY, OK

Registration

CRD #1538784 · EXENCIAL WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Apr 2026 – present

EXENCIAL WEALTH ADVISORS

Feb 2004 – Apr 2026

OKLAHOMA CITY, OK

CAMBRIDGE INVESTMENT RESERARCH, INC.

Jan 2002 – Oct 2004

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 22, 2002

Years registered · 24

Disclosure History

2005Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

EXENCIAL WEALTH ADVISORS, LLC

CRD 130475 · SEC 801-62789

AUM

$5.0B

Regulatory assets under management

Employees

101

10,586 client accounts

Services offered by EXENCIAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EXENCIAL WEALTH ADVISORS, LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Browse OKLAHOMA CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Forrest Burns offer?

John Forrest Burns specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are John Forrest Burns's credentials?

John Forrest Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Forrest Burns located?

John Forrest Burns 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 John Forrest Burns charge for services?

John Forrest Burns'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →