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GW

Garrett Webster

FORGE FINANCIAL
EDMOND, OK 73013
Some features on this profile are disabled
CRD#: 8019569
GW
Garrett WebsterFORGE FINANCIAL

Professional summary

Garrett Webster, who also goes by Webby, Gary Webster, is a registered financial advisor currently at FORGE FINANCIAL located in Edmond, Oklahoma and LPL FINANCIAL LLC located in Edmond, Oklahoma.

Garrett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Garrett has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Aliases

Webby | Gary Webster

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. 08/2026 - Forge Financial - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/10/2026

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Webster'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

August 12, 2026 - Present

FORGE FINANCIAL

Office #1: 2901 South Bryant Avenue, Edmond, OK 73013
RIA
CRD#: 306480
EDMOND, OK
Current

August 10, 2026 - Present

LPL FINANCIAL LLC

Office #1: 2901 S Bryant Ave, Edmond, OK 73013-6167
RIA
BD
CRD#: 6413
EDMOND, OK
Past

June 24, 2025 - July 27, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Edmond, OK
Past

April 28, 2025 - July 27, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Edmond, 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
Oklahoma
(8/10/2026)
IAR
Oklahoma
(8/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/23/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/30/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/28/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/25/2025
Securities Industry Essentials 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)

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#: 306480Edmond, OK 73013

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