Financial ADVSR advisor directory · SEC adviser records
Forge Financial financial advisors in Oklahoma
Every SEC-registered investment adviser representative at a Forge Financial office in Oklahoma, by city and A to Z.
12 registered advisors work at Forge Financial in Oklahoma, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Edmond (9). 0 list the CFP designation and 12 are also registered broker representatives.
Forge Financial advisors by city in Oklahoma
Every firm in Oklahoma →Forge Financial advisors in Oklahoma, A to Z
Search by name →- Christopher G. BeardEdmond
- James D. Burleson IIEdmond
- Madison L. DeboseTulsa
- John B. DotsonEdmond
- David B. GibsonEdmond
- Kathryn J. HylanderTulsa
- Benjamin J. LindslyEdmond
- Kailey A. MilesEdmond
- Toni D. SelphTulsa
- Robert S. WatsonEdmond
- Garrett WebsterEdmond
- Geoffrey B. WeissEdmond
Forge Financial advisors in every state →Forge Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Forge Financial financial advisors are in Oklahoma?
12 investment adviser representatives are registered at Forge Financial offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 0 list the CFP designation and 12 are also registered as broker representatives.
Where in Oklahoma does Forge Financial have the most advisors?
Edmond, with 9, then Tulsa (3). Forge Financial has advisors in 2 cities in Oklahoma.
How do I check a Forge Financial advisor in Oklahoma?
Each advisor below 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. Advisors are listed at the city of the Forge Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.