FIRST TURN SECURITIES LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
OKLAHOMA CITY, Oklahoma
CRD number
331300
Registered since
December 19, 2024

Firm profile

FINTRX

Overview

First Turn Securities LLC is organized as a limited liability company and shows an SEC registration date of 2024. Publicly available dataset entries categorize the firm as unclassified and list ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. The input data does not include descriptions of its advisory services, client segments, or fee schedules.

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

1 of 1
  • Chad Godwin

    CEOCRD 7908601

Contacts

3 of 3
  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

  • Douglas Franklin

    Registered RepresentativeCRD 6629836

  • Caleb Corbitt

    Investment Banking AnalystCRD 8139356

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
4 E Sheridan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth