Forge Financial
Forge Financial (CRD# 306480) is a financial advisory firm headquartered in Edmond, OK. They manage $1,008,864,970 in 6,173 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,009MILLION
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Total Number of Accounts6,173ACCOUNTS
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Average Account Value$163,432
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MO, NE, NH, NM, OK, TN, TX, VA, WA
Christopher Beard (CRD# 2471505) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 29 years of experience in the finance industry.
John Dotson (CRD# 6073984) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 11 years of experience in the finance industry.
Christie Hughes (CRD# 6496132) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 6 years of experience in the finance industry.
Royse McCasland (CRD# 4222941) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 12 years of experience in the finance industry.
Toni Selph (CRD# 6237072) is an Investment Advisor Representative working at Forge Financial in Tulsa, OK and has over 10 years of experience in the finance industry.
Charlotte Shaw (CRD# 4107934) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 24 years of experience in the finance industry.
Robert Watson (CRD# 7021894) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 5 years of experience in the finance industry.
Geoffrey Weiss (CRD# 6943195) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 5 years of experience in the finance industry.
David Gibson (CRD# 7190536) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has over 4 years of experience in the finance industry.
Benjamin Lindsly (CRD# 7694719) is an Investment Advisor Representative working at Forge Financial in Edmond, OK and has 1 year of experience in the finance industry.