Unclaimed Profile

Christie Jo Hughes

FORGE FINANCIAL SERVICES, LLC·EDMOND, Oklahoma

Clean recordFORGE FINANCIAL SERVICES, LLC

2901 SOUTH BRYANT AVENUE, EDMOND, OK 73013CRD# 6496132Firm CRD# 306480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christie Jo Hughes · EDMOND, OK

Registration

CRD #6496132 · FORGE FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Christie Jo Hughes 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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

FORGE FINANCIAL SERVICES, LLC

FORGE FINANCIAL

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FORGE FINANCIAL SERVICES, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6496132

Firm CRD# 306480

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christie Jo Hughes offer?

Christie Jo Hughes specializes in Investment Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.

What are Christie Jo Hughes's credentials?

Christie Jo Hughes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christie Jo Hughes located?

Christie Jo Hughes 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 Christie Jo Hughes charge for services?

Christie Jo Hughes'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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