Victoria Haas
Client Service Manager and Compliance Officer at Exencial Wealth Advisors
Email:
v****@willingdonwealth.com
Phone Number: (***)-***-****
Focus - Client onboarding, customer service, operations and compliance management Active volunteer with Lake Norman Hospice & Palliative Care since 2002
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EXENCIAL WEALTH ADVISORS
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Headquarters: 9108 N Kelley Ave, Oklahoma City, Oklahoma, 73131, United States
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Industry Financial Services
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Website exencialwealth.com
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HQ Phone 40********
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Description
Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and indepe...Read More
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Employees 51-200
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Revenue 50 Million to 100 Million
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Frequently Asked Questions Regarding Victoria Haas
Answer: Victoria Haas works for Exencial Wealth Advisors as Client Service Manager and Compliance Officer
Answer: Victoria Haas’s role in Exencial Wealth Advisors is Client Service Manager and Compliance Officer
Answer: Victoria Haas's email address is v***@gmail.com
Answer: Victoria Haas's business email address is v****@willingdonwealth.com
Answer: Victoria Haas’s direct phone number is (***)-***-****
Answer: Victoria Haas works in the industry of: Financial Services
Answer: Victoria Haas is the current Client Service Manager and Compliance Officer at Exencial Wealth Advisors.... Read More
Answer: Victoria Haas works Exencial Wealth Advisors located at 9108 N Kelley Ave, City, Oklahoma, 73131, United States
Answer: Exencial Wealth Advisors's Client Service Manager and Compliance Officer is Victoria Haas
Answer: Victoria Haas contact details:
- Phone number : (***)-***-****
- Email : v****@willingdonwealth.com
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