David Chad Ferrell

Current Employers

Employment History

• 05/2009 → 11/2021
  Wells Fargo Advisors Financial Network Llc
  Edmond, OK
• 11/2021 → Present
  Transcendent Capital Group Llc
  Edmond, OK
• 11/2021 → Present
  Private Client Services
  Edmond, OK

Previous Registrations

• 2005-03-29 → 2021-11-15
  Wells Fargo Advisors Financial Network, Llc
  Edmond, OK
• 1999-01-01 → 2005-04-11
  Citigroup Global Markets Inc.
  Oklahoma City, OK

Other Businesses

1) FERRELL JOHNSON PROPERTIES LLC. 1008 S BRYANT AVE, STE 250, EDMOND, OK 73034. FERRELL JOHNSON PROPERTIES LLC WAS CREATED TO BUY A LAND AND THEN TO BUILD A BUILDING WHERE OUR OFFICE IS LOCATED. WE HAVE EXTRA SPACE THAT IS LEASEDTO A NUMBER OF DIFFERENT TENANTS. MANAGING PARTNER; I COLLECT RENT PAYMENTS FROM TENANTS, PAY THE TAXES ON THE BUILDING, & PAY ALL EXPENSES FOR THE BUILDING. 15 HRS/MO; 10 DURING TRADING HRS. 2) FERRELL WEALTH MANAGEMENT. 1008 S BRYANT AVE, STE 250, EDMOND, OK 73034. FERRELL WEALTH MANAGEMENT IS A FINANCIAL ADVISORY COMPANY BASED IN EDMOND, OK. I AM THE COMPANY'S PRESIDENT & OWNER. I PROVIDE GUIDANCE TO CLIENTS ON FINANCIAL MANAGEMENT ISSUES INCLUDING RETIREMENT, COLLECT FUNDING, DEBT REDUCTION STRATEGIES, BUILDING WEALTH, ETC. 160 HRS/MO; 120 DURING TRADING HRS. 4) TRUSTEE - DUANE FERRELL 1997 LIVING TRUST. 1008 S BRYANT AVE, STE 250, EDMOND, OK 73034.MY LATE FATHER CREATED A TRUST THAT HOLDS SMALL MINERAL INTERESTS: DUANE FERRELL 1997 LIVING TRUST. I OVERSEE THE TRUST THAT RECEIVES ROYALTY INCOME ON THE MINERAL INTERESTS AND I THEN DISTRIBUTE THAT TO MY SIBLINGS. I DO NOT RECEIVE ANY PART OF THE TRUST INCOME. 1 HR/MO; 1 DURING TRADING HRS. 3) TRANSCENDENT CAPITAL GROUP, LLC. 1008 S BRYANT AVE, STE 250, EDMOND, OK 73034. RIA. 160 HRS/MO; 130 DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-28
• S63 Uniform Securities Agent State Law Examination
  1994-03-09

Designations

Other Names

• David C Ferrell
• Chad Ferrell