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FORGE FINANCIAL SERVICES, LLC
FORGE FINANCIAL SERVICES, LLC
FORGE FINANCIAL
EDMOND, Oklahoma
·
6 registered advisors
·
CRD# 306480
SEC# 801-117938
1
405-340-1600
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at FORGE FINANCIAL SERVICES, LLC
6 registered advisors
Charlotte Nanette Shaw
EDMOND, Oklahoma
CRD# 4107934
Christie Jo Hughes
EDMOND, Oklahoma
CRD# 6496132
Donna Kay Moore
EDMOND, Oklahoma
CRD# 6178355
Gary Alan Shaw
EDMOND, Oklahoma
CRD# 4915814
James D Burleson
EDMOND, Oklahoma
CRD# 5995946
John Barry Dotson
EDMOND, Oklahoma
CRD# 6073984
05
Office Locations
EDMOND, Oklahoma
6 advisors
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Data sourced from SEC Form ADV filings. FORGE FINANCIAL SERVICES, LLC (CRD# 306480) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.