RM
Royse L. Mccasland
FORGE FINANCIAL
Edmond, OK 73013
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CRD#: 4222941
RM
Professional summary
Royse Lee Mccasland, who also goes by Lee Mccasland, Royse L. Mccasland, Royse Mccasland, is a registered financial advisor currently at FORGE FINANCIAL located in Edmond, Oklahoma and LPL FINANCIAL LLC located in Edmond, Oklahoma.
Royse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Royse has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lee Mccasland | Royse L. Mccasland | Royse Mccasland
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 01/09/2024 - Forge Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/15/2020 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Forge Financial Services, LLC, an independent investment advisor firm. I started this business activity in 2/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 01/09/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/15/2020 - 160 Hours Per Month/6 Hours During Securities Trading. 3. 01/10/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/03/2024 - 160 Hour Per Month/6 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Royse Lee Mccasland's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 15, 2020 - Present
FORGE FINANCIAL
Office #1: 2901 South Bryant Avenue, Edmond, OK 73013RIA
CRD#: 306480
Edmond, OK
Current
August 9, 2018 - Present
LPL FINANCIAL LLC
Office #1: 2901 S Bryant Ave, Edmond, OK 73013-6167RIA
BD
CRD#: 6413
Edmond, OK
Past
October 10, 2018 - September 21, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
March 6, 2012 - July 24, 2018
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
AMARILLO, TX
Past
January 13, 2003 - March 8, 2004
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
November 13, 2000 - August 29, 2001
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FORGE FINANCIAL
FORGE FINANCIAL | SHAW FINANCIAL SERVICES, LLC | SHAW FINANCIAL SERVICES | FORGE FINANCIAL SERVICES, LLC
CRD#: 306480 / SEC#: 801-117938
RIA
Registered Investment Advisory firm - (1/15/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/15/2025)
RR
Alaska(9/28/2022)
RR
Arizona(1/10/2019)
RR
California(9/9/2019)
RR
Colorado(1/2/2023)
RR
Florida(1/24/2024)
RR
Georgia(12/6/2018)
RR
Illinois(9/14/2022)
RR
Kansas(3/16/2023)
RR
Michigan(8/4/2022)
RR
Minnesota(2/1/2024)
RR
Missouri(4/4/2023)
RR
New Jersey(1/4/2023)
RR
New Mexico(6/2/2022)
RR
Ohio(10/29/2024)
RR
Oklahoma(8/9/2018)
IAR
Oklahoma(1/15/2020)
RR
Texas(10/11/2018)
IAR
Texas(1/15/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/9/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FORGE FINANCIAL
FORGE FINANCIAL | SHAW FINANCIAL SERVICES, LLC | SHAW FINANCIAL SERVICES | FORGE FINANCIAL SERVICES, LLC
CRD#: 306480 / SEC#: 801-117938
RIA
Registered Investment Advisory firm - (1/15/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2901 South Bryant Avenue, Edmond, OK 73013
Mailing Address
Phone number
(405) 340-1600
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,594 |
| AUM (Assets Under Management) | $ 1,201,557,311 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
