Bill
Johnson
Transcendent Capital Group
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About this Advisor
Bill Johnson is a financial advisor based out of Edmond, Oklahoma who has 2 years of industry experience. Johnson currently works for Transcendent Capital Group. During their career, Johnson has held roles at Wells Fargo Advisors Financial Network LLC, Transcendent Capital Group LLC and Private Client Services. Johnson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Oklahoma. Transcendent Capital Group is a company that has its headquarters in Edmond, OK. It administers $241 million in assets under management across its 960 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 960 accounts, just 12% belong to high-net-worth clients who have greater than $1 million in assets. Transcendent Capital Group offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fees charged by Transcendent Capital Group likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transcendent Capital Group Brokerage Details
$241,250,484
9
960
$251,303
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Bill Johnson Work History
Bill has been registered as a financial advisor for 2 years.*
Transcendent Capital Group LLC
Private Client Services
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bill Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transcendent Capital Group
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
Edmond, OK
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