Charles E. Craig

C.E.C. WEALTH MANAGEMENT

Tulsa, OK

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CRD#: 5862756

Professional summary

Charles Everett Craig, CFP®, who also goes by Chas Everett Craig, is a registered financial advisor currently at C.E.C. WEALTH MANAGEMENT located in Tulsa, Oklahoma.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Charles has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chas Everett Craig

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Everett Craig's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 27, 2022 - Present

C.E.C. WEALTH MANAGEMENT

RIA

CRD#: 323751

Tulsa, OK

Past

September 26, 2014 - April 3, 2024

MELIORA CAPITAL

RIA

CRD#: 172367

TULSA, OK

Past

December 24, 2010 - August 26, 2014

PINNACLE INVESTMENT ADVISORS

RIA

CRD#: 108086

TULSA, OK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(10/27/2022)

IAR

Texas
(3/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/2010

Uniform Investment Adviser Law Examination

Current Firm

C.E.C. WEALTH MANAGEMENT

C.E.C. | C.E.C. WEALTH MANAGEMENT, LLC | C.E.C. WEALTH MANAGEMENT

CRD#: 323751 / SEC#:

Oklahoma

Registered Investment Advisory firm - (10/27/2022 Approved)

Texas

Registered Investment Advisory firm - (1/14/2025 Conditional Restricted)

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Contact information

Main Address

Tulsa, OK

Mailing Address

Phone number

(918) 527-9015

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	244
AUM (Assets Under Management)	$ 46,509,090

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles E. Craig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Everett Craig's CRS (Customer Relationship Summary).

Certified licenses

Experience

C.E.C. WEALTH MANAGEMENT

MELIORA CAPITAL

PINNACLE INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/2010

Current Firm

C.E.C. WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

C.E.C. WEALTH MANAGEMENT

TRUST BUT VERIFY

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