Financial ADVSR advisor directory · SEC adviser records
Forge Financial financial advisors
Every SEC-registered investment adviser representative at Forge Financial, by the state and city of the office they work from.
12 registered advisors work at Forge Financial, in 1 state and 2 cities; the most are in Edmond, OK (9). 0 list the CFP designation and 12 are also registered broker representatives.
Search every Forge Financial advisor by name →Who joined and left Forge Financial →Forge Financial: assets, clients and custodians →
Cities with the most Forge Financial advisors
Forge Financial advisors by state
Questions
How many financial advisors does Forge Financial have?
12 investment adviser representatives are registered with Forge Financial, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 0 list the CFP designation and 12 are also registered as broker representatives.
Where does Forge Financial have the most advisors?
Edmond, OK, with 9 registered advisors, then Tulsa, OK (3). By state, Oklahoma has the most, with 12.
How do I find a Forge Financial financial advisor near me?
Pick your state below, then your city, to see every Forge Financial advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Forge Financial offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →