Oliver Gooden
Oliver Gooden is a CFA-designated registered investment advisor at Cg Advisory Services, based in Charlotte, NC, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 5,614 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum total fee of 2.50% includes advisory fee of up to 2.00% and administrative fee of up to 0.50%. Certain strategies include additional manager fees up to 0.40%.
Fee Estimator
Location
7422 Carmel Executive Park Drive Suite 320, Charlotte, NC, 28226
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Oliver works as a registered assistant for The Wealth Advisory Group, dedicating full-time hours. He also works as a registered assistant for Capital Asset Advisory Services LLC.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Steben & Company, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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