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John Barry Dotson

FORGE FINANCIAL SERVICES, LLC·EDMOND, Oklahoma
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2901 SOUTH BRYANT AVENUE, EDMOND, OK 73013CRD# 6073984Firm CRD# 306480
01

About

John Barry Dotson 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
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# 6073984
Firm CRD# 306480
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Barry Dotson offer?
John Barry Dotson specializes in Investment Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.
What are John Barry Dotson's credentials?
John Barry Dotson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Barry Dotson located?
John Barry Dotson 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 John Barry Dotson charge for services?
John Barry Dotson'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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Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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