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Charlotte Nanette Shaw

FORGE FINANCIAL SERVICES, LLC·EDMOND, Oklahoma
Clean recordFORGE FINANCIAL SERVICES, LLC
2901 SOUTH BRYANT AVENUE, EDMOND, OK 73013CRD# 4107934Firm CRD# 306480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charlotte Nanette Shaw · EDMOND, OK
Registration
CRD #4107934 · FORGE FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charlotte Nanette Shaw is a registered financial advisor based in EDMOND, Oklahoma, affiliated with FORGE FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FORGE FINANCIAL SERVICES, LLC
FORGE FINANCIAL
AUM
$1.0B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at FORGE FINANCIAL SERVICES, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4107934
Firm CRD# 306480
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charlotte Nanette Shaw offer?
Charlotte Nanette Shaw specializes in Investment Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.
What are Charlotte Nanette Shaw's credentials?
Charlotte Nanette Shaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charlotte Nanette Shaw located?
Charlotte Nanette Shaw is based in EDMOND, Oklahoma, working with FORGE FINANCIAL SERVICES, LLC. Their office serves clients in the EDMOND metropolitan area and surrounding communities.
How does Charlotte Nanette Shaw charge for services?
Charlotte Nanette Shaw's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORGE FINANCIAL SERVICES, LLC?
FORGE FINANCIAL SERVICES, LLC has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORGE FINANCIAL SERVICES, LLC

Christie Jo Hughes
EDMOND, OK
Donna Kay Moore
EDMOND, OK
Gary Alan Shaw
EDMOND, OK
James D Burleson
EDMOND, OK
John Barry Dotson
EDMOND, OK

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)DURANT (6)ARDMORE (5)PONCA CITY (4)BETHANY (4)CLINTON (3)GROVE (2)ADA (1)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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