Toni Denise Selph
Professional Summary
Toni Denise Selph, who also goes by Toni Denise Lowrey, is a registered financial advisor currently at FORGE FINANCIAL located in Tulsa, Oklahoma and LPL FINANCIAL LLC located in Tulsa, Oklahoma. Toni is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Toni has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Toni Denise Lowrey
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LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Videos & Posts
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LPL FINANCIAL LLC
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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LPL FINANCIAL LLC
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Current Firm
FORGE FINANCIAL | SHAW FINANCIAL SERVICES, LLC | SHAW FINANCIAL SERVICES | FORGE FINANCIAL SERVICES, LLC
Contact Information
Main Address
2901 South Bryant Avenue, Edmond, OK 73013Phone Number
(405) 340-1600# of Employees
15SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
7,427AUM (Assets Under Management)
$1,457,365,476Similar Advisors
LPL FINANCIAL LLC
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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.
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Primary Firm SEC Registration
FORGE FINANCIAL | SHAW FINANCIAL SERVICES, LLC | SHAW FINANCIAL SERVICES | FORGE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(11/30/2021)
(1/3/2017)
(9/24/2015)
(10/20/2022)
(1/3/2017)
(4/8/2020)
(2/27/2015)
(2/17/2021)
(6/20/2019)
(1/2/2015)
(7/18/2018)
(10/27/2025)
(10/11/2021)
(6/4/2024)
(12/4/2015)
(5/2/2025)
(3/11/2021)
(1/29/2026)
(10/21/2013)
(1/15/2020)
(2/26/2018)
(8/27/2026)
(3/21/2014)
(1/15/2020)
(1/3/2017)
(9/13/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Toni Denise Selph's CRS (Customer Relationship Summary).
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LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
