American Fidelity Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
449
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 is classified as an insurance broker-dealer. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not listed as a capital allocator and is not identified as an active ESG investor. Data fields also indicate it is not operating as a multi-state or newly formed adviser and is not a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 437
  • 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

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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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