AMERICAN FIDELITY SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1969
Total AUM
Advisory reps
445
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. Ownership is recorded as a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not a multistate adviser, is not newly formed, and does not act as a pension consultant or a related adviser.

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

    Account Service CoordinatorCRD 5747941

  • TAMARA POSTMA

    Client Relations CoordinatorCRD 4953818

  • Prentiss Ballard

    District Sales CoordinatorCRD 7283290

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Contacts

3 of 433
  • BRIAR RETLIN

    Account ManagerCRD 4533046

  • NICOLE BURAS

    Financial Advisor and Registered RepresentativeCRD 6804212

  • Brandon Dowdell

    Account ManagerCRD 7918465

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth