Robert Watson is a registered investment advisor at Forge Financial, based in Edmond, OK, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,263 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forge Financial Services manages investments through LPL Financial's advisory programs. The annual fee is a percentage of your portfolio's value and is negotiable. The maximum fee is 1.50%. The fee may be structured on a tiered basis, with a reduced percentage rate based on reaching certain thresholds. Fees are deducted quarterly in advance. The fee includes advisory services and transaction execution.
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.
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Robert works for BCW Janitorial Services Inc. buffing floors, dedicating about 10% of his time. He also provides investment advisory services through Forge Financial Services LLC and operates under the DBA Forge Financial, spending nearly full-time hours on these investment-related activities.
Employment History
Current Registrations
Forge Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations20 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.