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GC

George A. Carlson

EXENCIAL WEALTH ADVISORS
Dallas, TX 75206-3783
Some features on this profile are disabled
CRD#: 7125386
GC

Professional summary

George Alex Carlson, who also goes by Alex Carlson, George A Carlson, George Alexander Carlson, is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Dallas, Texas.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. George has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Carlson | George A Carlson | George Alexander Carlson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Alex Carlson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 3, 2024 - Present

EXENCIAL WEALTH ADVISORS

Office #1: 8080 N Central Expy Suite 1700, Dallas, TX 75206-3783
RIA
CRD#: 130475
Dallas, TX
Past

December 5, 2023 - November 11, 2024

BEACON POINTE ADVISORS, LLC

RIA
CRD#: 119290
Dallas, TX
Past

September 5, 2023 - November 8, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Dallas, TX
Past

January 13, 2023 - November 8, 2023

MORGAN STANLEY

BD
CRD#: 149777
Dallas, TX
Past

May 4, 2022 - September 5, 2023

HARRISDIRECT LLC

RIA
CRD#: 42159
Dallas, TX
Past

February 23, 2022 - September 5, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Dallas, TX
Past

October 29, 2021 - January 19, 2022

TD AMERITRADE, INC.

BD
CRD#: 7870
Southlake, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP

CRD#: 130475 / SEC#: 801-62789

RIA
Registered Investment Advisory firm - (2/9/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/12/2025)
IAR
Florida
(8/15/2025)
IAR
Oklahoma
(12/3/2024)
IAR
Texas
(12/3/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/4/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/9/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/29/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/14/2020
Securities Industry Essentials Examination

Current Firm

EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP

CRD#: 130475 / SEC#: 801-62789

RIA
Registered Investment Advisory firm - (2/9/2004 Approved)
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Contact information

Main Address
9108 N. Kelley Avenue, Oklahoma City, OK 73131
Mailing Address
Phone number
(405) 478-1971
Established
Firm type
Fiscal year end
# of Employees
117

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EXENCIAL WEALTH ADVISOR ADV 2A 3-25-2025 (3/25/2025)
2024 AUDITED BALANCE SHEET (3/25/2025)

Regulatory assets under management

Total Number of Accounts9,357
AUM (Assets Under Management)$ 5,301,377,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report
08/27/2024
Cover Page
Report
11/20/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EXENCIAL WEALTH ADVISORS

CRD#: 130475Dallas, TX 75206-3783

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