Oliver
Gooden
Cg Advisory Services
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About this Advisor
Oliver Gooden is a financial advisor based in Charlotte, North Carolina, working with Cg Advisory Services. Oliver has previously held positions at Ameriprise Financial Services, Inc, Steben & Company Inc, Wealth Advisory Group, and Geneos Wealth Management. Oliver has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Oliver is part of Cg Advisory Services, which operates out of Charlotte, North Carolina. The firm has 25 offices and 130 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cg Advisory Services includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cg Advisory Services Brokerage Details
$3,215,431,631
130
17,241
$186,499
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Oliver Gooden Work History
Wealth Advisory Group
Geneos Wealth Mangement
Steben & Company Inc
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Oliver Gooden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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