Darrell
James

Transcendent Capital Group

CRD#1124647
Investment Advisor
in Edmond, OK

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About this Advisor

Darrell James is a financial advisor operating in Edmond, Oklahoma with 1 year of industry experience. James currently works for Transcendent Capital Group. During their career, James has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Transcendent Capital Group LLC. James has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arkansas, California, Louisiana, Oklahoma, Pennsylvania and Texas. Transcendent Capital Group is a company operating out of Edmond, OK. It manages $241 million in total assets between its 960 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 960 customer accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Transcendent Capital Group has a number of services, including 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 usually depend on which services are offered. However, fee types billed by Transcendent Capital Group likely 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

1008 South Bryant Avenue Suite 250
Edmond, OK 73034

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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

Darrell James Work History

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

2022 - Present (2 years)

Transcendent Capital Group LLC

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 Darrell James 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
Bill Johnson
Edmond, OK
Oscar Garcia Gomez
Edmond, OK
Darrell James
Edmond, OK
Charles Oliver
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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