Charles Earl Oliver

Employer firm

Transcendent Capital Group CRD 316872

$361M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Edmond, OK
• 11/2016 → 01/2022
  Wells Fargo Clearing Services, Llc
  Edmond, OK
• 01/2022 → Present
  Transcendant Capital Group
  Edmond, OK

Previous Registrations

• 2004-10-01 → 2022-01-19
  Wells Fargo Clearing Services, Llc
  Edmond, OK
  Edmond, OK
  Edmond, OK
• 1999-12-08 → 2004-10-12
  Phillips Capital Advisors, Inc.
  Oklahoma City, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-13
• S63 Uniform Securities Agent State Law Examination
  1990-07-30

Other Names

• Charles E Oliver