American Fidelity Securities, Inc.
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 11852
- Registered since
- October 2, 1969
- Website
- americanfidelity.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 12
Michael Marshall
Account Service CoordinatorCRD 5747941

Tamara Postma
Client Relations CoordinatorCRD 4953818

Prentiss Ballard
District Sales CoordinatorCRD 7283290
Contacts
3 of 431
Briar Retlin
Account ManagerCRD 4533046

Nicole Buras
Financial Advisor and Registered RepresentativeCRD 6804212
Brandon Dowdell
Account ManagerCRD 7918465
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Oak Hills Securities, Inc.
Broker-DealerOklahoma City, OK
First Turn Securities LLC
Broker-DealerOklahoma City, OK
The Baker Group, LP
Broker-DealerOklahoma City, OK
Infinity Capital Securities, LLC
Broker-DealerOklahoma City, OK
Alliance-One Investments, LLC
Broker-DealerTulsa, OK
BOK Financial Advisors
Broker-DealerTulsa, OK