Christopher Beard is a registered investment advisor at Forge Financial, based in Edmond, OK, with 12 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,683 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and depend on account size, type, and services provided. The maximum account fee is 1.50%.
Fee Estimator
Location
2901 South Bryant Avenue, Edmond, OK, 73013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher works as an Investment Advisor Representative (IAR) through Forge Financial and Forge Financial Services, LLC since March 2020, dedicating full-time hours to these activities. He also uses Forge Financial as a DBA for his LPL business since January 2024, also dedicating full-time hours.
Employment History
Current Registrations
Forge Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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