American Fidelity Securities, Inc.

Broker-DealerFINRA MemberEst. 1969
Total AUM
Advisory reps
448
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. The firm first registered with the SEC in 1969. Ownership is reported as a combination of a domestic entity and individual interests. FINTRX flags the firm as not acting as a capital allocator, not operating as a multi-state adviser, not positioning as an active ESG investor, and not serving in a pension consultant role. The record does not include details on advisory activities, fee schedules, or a defined client base.

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

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 436
  • 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

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
9000 Cameron Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth