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. operates as an insurance-focused broker‑dealer and is structured as a corporation. FINTRX records its SEC registration dating back to 1969. Ownership is listed as a domestic entity and individual, and the firm is characterized in the dataset as an insurance broker‑dealer rather than a discretionary asset manager. The profile in FINTRX indicates the firm does not act as a capital allocator and is not positioned as a multi‑state investment adviser. It is not flagged as an active ESG investor, not newly formed, and is not identified as a pension consultant or related adviser. No detailed breakdown of advisory or brokerage activities, product lineup, or client segments appears in the available data.

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
  • Barbara Allen

    Account Service CoordinatorCRD 4321516

  • Dustin Oliver

    CoordinatorCRD 4911023

  • Katherine Bayaca

    Account Service CoordinatorCRD 4933265

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Contacts

3 of 433
  • Ryan Giltenan

    PartnerCRD 6310603

  • Anthony Davis

    Anthony Davis

    Customer Service RepresentativeCRD 3165605

  • Troy Pittock

    Troy Pittock

    Account ManagerCRD 1399063

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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