Forge Financial

Forge Financial (CRD# 306480) is a financial advisory firm headquartered in Edmond, OK. They manage $1,008,864,970 in 6,173 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
2901 South Bryant Avenue, Edmond, OK 73013
https://www.linkedin.com/company/forge-financial-at-lpl-financial/
By the Numbers
  • Total Assets Under Management
    1,009
    MILLION
  • Total Number of Accounts
    6,173
    ACCOUNTS
  • Average Account Value
    $163,432
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MO, NE, NH, NM, OK, TN, TX, VA, WA

Financial Advisors at Forge Financial
Showing 1 - 10 of 12 top financial advisors.
1
Christopher Beard, financial advisor Edmond OK
Christopher G. Beard
CRD#: 2471505
2901 South Bryant Avenue, Edmond, OK 73013

Christopher Beard (CRD# 2471505) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 29 years of experience in the finance industry.

2
John Dotson, financial advisor Edmond OK
John B. Dotson
CRD#: 6073984
2901 South Bryant Avenue, Edmond, OK 73013

John Dotson (CRD# 6073984) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 11 years of experience in the finance industry.

3
Christie Hughes, financial advisor Edmond OK
Christie J. Hughes
CRD#: 6496132
2901 South Bryant Avenue, Edmond, OK 73013

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.

4
Royse McCasland, financial advisor Edmond OK
Royse L. McCasland
CRD#: 4222941
2901 South Bryant Avenue, Edmond, OK 73013

Royse McCasland (CRD# 4222941) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 12 years of experience in the finance industry.

5
Toni Selph, financial advisor Tulsa OK
Toni D. Selph
CRD#: 6237072
5800 Skelly Drive, Suite #803, Tulsa, OK 74135

Toni Selph (CRD# 6237072) is an Investment Advisor Representative working at Forge Financial in Tulsa, OK and has over 10 years of experience in the finance industry.

6
Charlotte Shaw, financial advisor Edmond OK
Charlotte N. Shaw
CRD#: 4107934
2901 South Bryant Avenue, Edmond, OK 73013

Charlotte Shaw (CRD# 4107934) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 24 years of experience in the finance industry.

7
Robert Watson, financial advisor Edmond OK
Robert S. Watson
CRD#: 7021894
2901 South Bryant Avenue, Edmond, OK 73013

Robert Watson (CRD# 7021894) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 5 years of experience in the finance industry.

8
Geoffrey Weiss, financial advisor Edmond OK
Geoffrey B. Weiss
CRD#: 6943195
2901 South Bryant Avenue, Edmond, OK 73013

Geoffrey Weiss (CRD# 6943195) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 5 years of experience in the finance industry.

9
David Gibson, financial advisor Edmond OK
David B. Gibson
CRD#: 7190536
2901 South Bryant Avenue, Edmond, OK 73013

David Gibson (CRD# 7190536) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 4 years of experience in the finance industry.

10
Benjamin Lindsly, financial advisor Edmond OK
Benjamin J. Lindsly
CRD#: 7694719
2901 South Bryant Avenue, Edmond, OK 73013

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.

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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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