American Fidelity Securities, Inc.
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 11852
- Registered since
- October 2, 1969
- Website
- americanfidelity.com
Firm profile
FINTRXOverview
American Fidelity Securities, Inc. is organized as a corporation and shows SEC registration dating back to 1969. Filings classify the firm as a domestic entity with individual ownership and list its internal classification as unclassified. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser; it is also not marked as newly formed. Public-facing fields for client base, fee structure, business activities, and advisory activities are not populated in the available data.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 12
Michael Marshall
Account Service CoordinatorCRD 5747941

Tamara Postma
Client Relations CoordinatorCRD 4953818

Prentiss Ballard
District Sales CoordinatorCRD 7283290
Contacts
3 of 434
Briar Retlin
Account ManagerCRD 4533046

Nicole Buras
Financial Advisor and Registered RepresentativeCRD 6804212
Brandon Dowdell
Account ManagerCRD 7918465
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 9000 Cameron Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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