Christopher G Beard

Employer firm

Forge Financial CRD 306480

$1.46B regulatory AUM 4,689 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Lpl Financial, Llc
  Edmond, OK
• 12/2019 → Present
  Forge Financial Services, Llc
  Edmond, OK
• 01/2018 → Present
  Forge Financial Services, Llc
  Edmond, OK
• 05/2015 → 12/2019
  Lpl Financial, Llc
  Edmond, OK

Other Businesses

1. 01/09/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 03/04/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 2. 01/09/2024 - Forge Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/04/2020 - 160 Hours Per Month/130 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 3/2020. 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. 3. 01/10/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2024 - 160 Hours Per Month/ During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-10
• S63 Uniform Securities Agent State Law Examination
  1994-09-19

Other Names

• Christopher G Beard
• Chris Beard