Forte Wealth Consulting LLC

Forte Wealth Consulting LLC (CRD# 283407) is a financial advisory firm headquartered in Oklahoma City, OK. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, OK, TX

Financial Advisors at Forte Wealth Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jerome A. Alexander
CRD#: 2885335
4045 Nw 64th St,, Suite 510, Oklahoma City, OK 73116
63
Wealthminder
score

Jerome Alexander (CRD# 2885335) is an Investment Advisor Representative working at Forte Wealth Consulting LLC in Oklahoma City, OK and has over 19 years of experience in the finance industry.

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