Toni Selph is a registered investment advisor at Forge Financial, based in Tulsa, OK, with 12 years of industry experience. Toni 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
4637 E 91st Street, Tulsa, OK, 74137
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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
Toni provides investment advisory services through Forge Financial Services, LLC, dedicating full-time hours to this activity. Toni also owns JusTDS² LLC, a real estate rental business, spending a few hours per week on it.
Employment History
Current Registrations
Forge Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations24 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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