Oliver Paul Gooden
Investment adviser representative at Cg Advisory Services
12 yearsExperience
1 stateRegistered in
CFADesignation
$4.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cg Advisory ServicesApr 2019 to now
- Wealth Advisory GroupMar 2019 to now
- Geneos Wealth MangementApr 2019 to Jun 2020
- Steben & Company IncNov 2014 to Mar 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cg Advisory Services
Legal name: Capital Asset Advisory Services, LLC.
$4.6BAssets managed
5,614Clients
68Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5380195
- Firm CRD
- 110929