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 organized as a limited liability company and is recorded as SEC-registered in 2024. The dataset identifies its ownership as a combination of a domestic entity and an individual and classifies the firm as "unclassified" for reporting purposes. Several firm attributes are flagged in the snapshot: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. Although the SEC registration year is 2024, the dataset also marks the firm as not being a newly formed adviser. The firm has not disclosed its client segments, fee structure, specific advisory activities, or broader business lines in the provided data, which limits the ability to characterize its market positioning, target clientele, or service model.

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

    Financial and Operations PrincipalCRD 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