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 11 - 12 of 12 top financial advisors.
11
Jordan Long, financial advisor Edmond OK
Jordan T. Long
CRD#: 6392376
2901 South Bryant Avenue, Edmond, OK 73013

Jordan Long (CRD# 6392376) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 3 years of experience in the finance industry.

12
Jonathan Pixley, financial advisor Edmond OK
Jonathan T. Pixley
CRD#: 7371111
2901 South Bryant Avenue, Edmond, OK 73013

Jonathan Pixley (CRD# 7371111) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 2 years 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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