American Fidelity Securities, Inc.

Broker-DealerFINRA MemberEst. 1969
Total AUM
Advisory reps
443
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 a corporate financial services entity that has been SEC-registered since 1969. The snapshot data classifies the firm as "Unclassified" and lists its ownership as a combination of a domestic entity and individual ownership. Reported firm attributes indicate it does not act as a capital allocator, does not identify as an active ESG investor, is not a pension consultant, and is not listed as a related adviser. The firm did not supply detail on core business activities, advisory services, fee schedules, or target client segments in the source material. That absence limits visibility into how the firm positions its services or the client types it pursues.

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

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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

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Contacts

3 of 431
  • Briar Retlin

    Briar Retlin

    Account ManagerCRD 4533046

  • Nicole Buras

    Nicole Buras

    Financial Advisor and Registered RepresentativeCRD 6804212

  • Brandon Dowdell

    Account ManagerCRD 7918465

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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