Charles
Oliver

Transcendent Capital Group

CRD#2068440
Investment Advisor
in Edmond, OK

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About this Advisor

Charles Oliver is a financial advisor operating in Edmond, Oklahoma who has 1 year of industry experience. Oliver is an employee of Transcendent Capital Group. Oliver has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Transcendant Capital Group. Oliver maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oklahoma. Transcendent Capital Group is a firm operating out of Edmond, OK. It administers $241 million in total assets between its 960 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 960 customer accounts, just 12% are held by high-net-worth investors who have at least $1 million in investable assets. Transcendent Capital Group performs a broad 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. Fees charged by financial advisors depend on which services are provided. Fee types billed by Transcendent Capital Group can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Edmond, OK

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Transcendent Capital Group Brokerage Details

Total Assets Under Management

$241,250,484

OK Average: $681,523,814
Total Number of Employees

9

OK Average: 15
Total Number of Accounts

960

OK Average: 642
Average Account Size

$251,303

OK Average: $1,061,564

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

Charles Oliver Work History

Charles has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Transcendant Capital Group

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors 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 Charles Oliver 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

David Ferrell
Edmond, OK
Darrell James
Edmond, OK
Charles Oliver
Edmond, OK
Bill Johnson
Edmond, OK
Oscar Garcia Gomez
Edmond, OK
Grant Tarrant
Edmond, OK
Mitchell Green
Edmond, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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