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TS

Toni D. Selph

FORGE FINANCIAL
Tulsa, OK 74137
Some features on this profile are disabled
CRD#: 6237072
TS

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Toni Denise Lowrey

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Toni Denise Selph's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 15, 2020 - Present

FORGE FINANCIAL

Office #1: 4637 E 91st Street, Tulsa, OK 74137
RIA
CRD#: 306480
Tulsa, OK
Current

October 7, 2013 - Present

LPL FINANCIAL LLC

Office #1: 4637 E 91st St, Tulsa, OK 74137
RIA
BD
CRD#: 6413
TULSA, OK
Past

August 5, 2014 - September 21, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
TULSA, OK

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
(11/30/2021)
RR
Arizona
(1/3/2017)
RR
Arkansas
(9/24/2015)
RR
California
(10/20/2022)
RR
Colorado
(1/3/2017)
RR
Connecticut
(4/8/2020)
RR
Florida
(2/27/2015)
RR
Georgia
(2/17/2021)
RR
Indiana
(6/20/2019)
RR
Kansas
(1/2/2015)
RR
Kentucky
(7/18/2018)
RR
Louisiana
(10/27/2025)
RR
Massachusetts
(10/11/2021)
RR
Michigan
(6/4/2024)
RR
Missouri
(12/4/2015)
RR
Nebraska
(5/2/2025)
RR
New Mexico
(3/11/2021)
RR
Oklahoma
(10/21/2013)
IAR
Oklahoma
(1/15/2020)
RR
Oregon
(2/26/2018)
RR
Texas
(3/21/2014)
IAR
Texas
(1/15/2020)
RR
Virginia
(1/3/2017)
RR
Washington
(9/13/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/14/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/19/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/7/2013
General Securities Representative Examination
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)
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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 (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1 MARCH 2025 (3/26/2025)
FORM ADV PART 2A MARCH 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts6,594
AUM (Assets Under Management)$ 1,201,557,311

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORGE FINANCIAL

CRD#: 306480Tulsa, OK 74137

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