Unclaimed Profile

Donna Kay Moore

FORGE FINANCIAL SERVICES, LLC·EDMOND, Oklahoma

Clean recordFORGE FINANCIAL SERVICES, LLC

2901 SOUTH BRYANT AVENUE, EDMOND, OK 73013CRD# 6178355Firm CRD# 306480

Profile Verification

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

Identity

Donna Kay Moore · EDMOND, OK

Registration

CRD #6178355 · FORGE FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Donna Kay Moore 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# 6178355

Firm CRD# 306480

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Frequently Asked Questions

What services does Donna Kay Moore offer?

Donna Kay Moore specializes in Investment Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.

What are Donna Kay Moore's credentials?

Donna Kay Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Kay Moore located?

Donna Kay Moore 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 Donna Kay Moore charge for services?

Donna Kay Moore'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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