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 a limited liability company that registered with the SEC in 2024. Ownership is recorded as a combination of a domestic entity and an individual, and the firm’s regulatory classification in the dataset is listed as “Unclassified.” The dataset flags a few operational attributes: First Turn is not identified as a capital allocator, it is not marked as an active ESG investor, and it is not recorded as a multi-state adviser. It likewise does not appear as a pension consultant or a related adviser in the available records.

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

    FinOpCRD 4460597

  • Douglas Franklin

    Registered RepresentativeCRD 6629836

  • Caleb Corbitt

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth