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Financial ADVSR advisor directory · SEC adviser records

Forge Financial financial advisors in Edmond, OK

Every SEC-registered investment adviser representative at a Forge Financial office in Edmond, A to Z.

9 registered advisors work at Forge Financial in Edmond, out of 14 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 9 are also registered broker representatives.

Forge Financial advisors in Edmond, A to Z

Every Forge Financial advisor →

Forge Financial advisors in every city and state →Forge Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Forge Financial advisors in other cities

Tulsa, OK 3

Other firms in Edmond

All Edmond advisors →

Edward Jones 24LPL Financial LLC 16Raymond James Financial Services Advisors, Inc. 12Wells Fargo Clearing Services, LLC 11Cetera Investment Advisers LLC 9Transcendent Capital Group 9Cambridge Investment Research Advisors, Inc. 8State Farm Investment Management Corp. 8Pfs Investments Inc. 7Equitable Advisors, LLC 6Independent Financial Partners 5Strategic Advisers LLC 5

Questions

How many financial advisors does Forge Financial have in Edmond?

9 investment adviser representatives are registered at Forge Financial offices in Edmond, Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.

Is Forge Financial one of the largest advisor employers in Edmond?

Forge Financial ranks number 6 in Edmond by registered advisors; Edward Jones has the most, with 24.

How do I check a Forge Financial advisor in Edmond?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.