Benjamin Lindsly (CRD# 7694719) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has 1 year of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forge Financial Services, LLC | Edmond, OK | Mar 2023 - Current | 1 |
| Lpl Financial LLC | Edmond, OK | Feb 2023 - Current | 1 |
| Southern Nazarene University | Bethany, OK | Sep 2017 - Feb 2023 | 5 |
| Bartlesville High School | Bartlesville, OK | Aug 2013 - Sep 2017 | 4 |
| Hideaway Pizza | Bartlesville, OK | Mar 2015 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- OK
- TX
-
Total Assets Under Management1,009MILLIONS
-
Total Number of Accounts6,173ACCOUNTS
-
Average Account Value$163,432
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MO, NE, NH, NM, OK, TN, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.