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 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
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 436
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
Similar firms
Infinity Capital Securities, LLC
Broker-DealerOklahoma City, OK
The Baker Group, LP
Broker-DealerOklahoma City, OK
First Turn Securities LLC
Broker-DealerOklahoma City, OK
Oak Hills Securities, Inc.
Broker-DealerOklahoma City, OK
Access Investments, Inc.
Broker-DealerNichols Hills, OK
GRF Capital Investors, Inc.
Broker-DealerTulsa, OK