First Turn Securities LLC

Broker-DealerFINRA Member
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 is listed in the dataset with both a domestic-entity and individual ownership type. The firm is categorized as "unclassified" in the available records. The profile supplied to the dataset is minimal: key fields such as client segments, fee schedule, business lines, and advisory activities are not disclosed. The dataset flags several negative attributes rather than a stated strategy: First Turn Securities does not identify as a capital allocator, does not report engagement as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It also is not identified as a pension consultant or as having a related adviser relationship.

Assets & Accounts

Investments & Alternatives

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth