Unclaimed Profile

David Chad Ferrell

TRANSCENDENT CAPITAL GROUP LLC·EDMOND, Oklahoma

SIE, Series 7, Series 24, Series 63, Series 65CFP ChFCClean record27 years registeredTRANSCENDENT CAPITAL GROUP LLC

1008 SOUTH BRYANT AVENUE, EDMOND, OK 73034CRD# 2446997Firm CRD# 316872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Chad Ferrell · EDMOND, OK

Registration

CRD #2446997 · TRANSCENDENT CAPITAL GROUP LLC · 27 years registered

Brand Profile

Not yet started

Career History

TRANSCENDENT CAPITAL GROUP

Nov 2021 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Mar 2005 – Nov 2021

EDMOND, OK

CITIGROUP GLOBAL MARKETS INC.

Jan 1999 – Apr 2005

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRANSCENDENT CAPITAL GROUP LLC

CRD 316872 · SEC 801-122512

AUM

$249M

Regulatory assets under management

Employees

1,093 client accounts

Services offered by TRANSCENDENT CAPITAL GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRANSCENDENT CAPITAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does David Chad Ferrell offer?

David Chad Ferrell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDMOND, Oklahoma for a consultation.

What are David Chad Ferrell's credentials?

David Chad Ferrell holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Chad Ferrell located?

David Chad Ferrell is based in EDMOND, Oklahoma, working with TRANSCENDENT CAPITAL GROUP LLC. Their office serves clients in the EDMOND metropolitan area and surrounding communities.

How does David Chad Ferrell charge for services?

David Chad Ferrell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRANSCENDENT CAPITAL GROUP LLC?

TRANSCENDENT CAPITAL GROUP LLC has approximately 10 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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