American Fidelity Securities, Inc.

Broker-DealerFINRA MemberEst. 1969
Total AUM
Advisory reps
448
Avg account
$0

Firm details

Headquarters
Oklahoma City, Oklahoma
CRD number
11852
Registered since
October 2, 1969

Firm profile

FINTRX

Overview

American Fidelity Securities, Inc. is organized as a corporation and has been SEC-registered since 1969. It is classified as an insurance broker‑dealer rather than a capital allocator or discretionary asset manager. The record indicates mixed domestic ownership and individual ownership interests. The firm does not report activity as an investment adviser across multiple states, is not identified as an ESG investor, and is not listed as a pension consultant or related adviser in the available data. The source material does not disclose the firm's fee model, specific advisory activities, client segments, or the details of business lines beyond its broker‑dealer classification. Taken together, the available attributes are consistent with a firm that operates primarily in an insurance and securities distribution role rather than managing pooled or discretionary client portfolios.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 12
  • Michael Marshall

    Michael Marshall

    Account Service CoordinatorCRD 5747941

  • Tamara Postma

    Tamara Postma

    Client Relations CoordinatorCRD 4953818

  • Prentiss Ballard

    Prentiss Ballard

    District Sales CoordinatorCRD 7283290

Unlock 9 more executives

Contacts

3 of 436
  • Briar Retlin

    Briar Retlin

    Account ManagerCRD 4533046

  • Nicole Buras

    Nicole Buras

    Financial Advisor and Registered RepresentativeCRD 6804212

  • Brandon Dowdell

    Account ManagerCRD 7918465

Unlock 433 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth