C.e.c. Wealth Management

C.e.c. Wealth Management (CRD# 323751) is a financial advisory firm headquartered in , . They manage $30,591,907 in 196 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.cecwm.com/
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $156,081
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at C.e.c. Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Charles Craig, financial advisor Tulsa OK
Charles E. Craig
CRD#: 5862756
Tulsa, OK

Charles Craig (CRD# 5862756) is an Investment Advisor Representative working at C.e.c. Wealth Management in Tulsa, OK and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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