CO
Charles Oliver
from Transcendent Capital Group
Charles Oliver is a financial advisor based in Oklahoma, Edmond,
with 34 years of experience. Charles currently works for
Transcendent Capital Group.
Charles maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Charles Oliver works at Transcendent Capital Group
Transcendent Capital Group is a financial advisory firm based in Edmond, Oklahoma. It currently has approximately $241,250,484 of assets under management and employs about 10 people. Transcendent Capital Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
21 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1008 South Bryant Avenue, Suite 250, Edmond, Oklahoma, 73034
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