Christie Hughes (CRD# 6496132) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 6 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forge Financial Services, LLC | Edmond, OK | Jan 2024 - Current | < 1 |
| Forge Financial Services, LLC | Edmond, OK | Dec 2019 - Current | 4 |
| Lpl Financial, LLC | Edmond, OK | Apr 2017 - Current | 7 |
| Forge Financial Services, LLC | Edmond, OK | Jun 2015 - Current | 8 |
| Lpl Financial, LLC | Edmond, OK | Apr 2017 - Dec 2019 | 2 |
| Lpl Financial, LLC | Edmond, OK | May 2015 - Apr 2017 | 1 |
| Oklahoma State University | Stillwater, OK | Aug 2011 - May 2015 | 3 |
| Oklahoma City Boathouse Foundation | Oklahoma City, OK | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- 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
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