Royse Mccasland is a registered investment advisor at Forge Financial, based in Edmond, OK, with 16 years of industry experience. Royse 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
Get directionsHistory
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
Royse provides investment advisory services through Forge Financial Services, LLC, where he is a registered investment advisor. He dedicates a full-time commitment to this activity, including time during securities trading.
Employment History
Current Registrations
Forge Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Allstate Financial Services, LLCBroker
Edward JonesBroker
Nylife Securities INC.Broker
State Registrations17 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
More Advisors
- G Fransen, ChFC
- John Leclercq, CFACirrus Capital LLC
- Larry Awbrey, CFP
- John Mitchell, CFPAdvisor Resource Council
- Melinda Warren, CFPHughes Warren, INC.
- Rayburn Brooks, CFPUnited Planners' Financial Services of America a Limited Partner