Unclaimed Profile

James D Burleson

FORGE FINANCIAL SERVICES, LLC·EDMOND, Oklahoma

SIE, Series 6, Series 7TO, Series 63, Series 65Clean record11 years registeredFORGE FINANCIAL SERVICES, LLC

2901 SOUTH BRYANT AVENUE, EDMOND, OK 73013CRD# 5995946Firm CRD# 306480

Profile Verification

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

Identity

James D Burleson · EDMOND, OK

Registration

CRD #5995946 · FORGE FINANCIAL SERVICES, LLC · 11 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

May 2022 – present

FORGE FINANCIAL

Jan 2020 – present

LPL FINANCIAL LLC

Nov 2014 – Sep 2020

EDMOND, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 63

Series 65

Registration record

First registered · November 21, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORGE FINANCIAL SERVICES, LLC

CRD 306480 · SEC 801-117938

AUM

$1.0B

Regulatory assets under management

Employees

6,173 client accounts

Services offered by FORGE FINANCIAL SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FORGE FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does James D Burleson offer?

James D Burleson specializes in Investment Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.

What are James D Burleson's credentials?

James D Burleson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James D Burleson located?

James D Burleson 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 James D Burleson charge for services?

James D Burleson'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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