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Wayne E. Fernow

AMERICAN FAMILY LEGACY GROUP
Oklahoma City, OK 73112
Some features on this profile are disabled
CRD#: 2159029
WF

Professional summary

Wayne E Fernow is a registered financial advisor currently at AMERICAN FAMILY LEGACY GROUP located in Oklahoma City, Oklahoma.

Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Wayne has worked at 6 firms and has passed the Series 66, Series 65, Series 63, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne E Fernow's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 10, 2012 - Present

AMERICAN FAMILY LEGACY GROUP

Office #1: 3030 Nw Expressway, Suite 300-485, Oklahoma City, OK 73112Office #2: 3030 N Rocky Point Dr W Suite 150, Tampa, FL 33607
RIA
CRD#: 154050
Oklahoma City, OK
Past

September 18, 2008 - January 5, 2012

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
OKLAHOMA CITY, OK
Past

September 11, 2008 - January 5, 2012

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
OKLAHOMA CITY, OK
Past

February 15, 2007 - June 3, 2008

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
MIDWEST CITY, OK
Past

February 13, 2007 - June 3, 2008

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
MIDWEST CITY, OK
Past

September 5, 2003 - February 7, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
DEL CITY, OK
Past

May 30, 2001 - July 14, 2003

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
OKLAHOMA CITY, OK
Past

March 26, 2001 - July 14, 2003

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

March 11, 1992 - August 18, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

September 27, 1991 - March 12, 1992

EDWARD JONES

BD
CRD#: 250

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/21/2012)
IAR
Oklahoma
(1/10/2012)
IAR
Texas
(11/7/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/30/2001
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/27/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/5/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/2/2009
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/16/2008
General Securities Principal Examination

Current Firm

AF
AMERICAN FAMILY LEGACY GROUP
AMERICAN FAMILY LEGACY GROUP | RWM & INVESTMENT GROUP | RUSSIAN, FREDDY ANTONIO | RUSSIAN WEALTH MANAGEMENT AND INVESTMENT GROUP, LLC | RUSSIAN WEALTH MANAGEMENT AND INVESTMENT GROUP

CRD#: 154050 / SEC#:

Florida
Registered Investment Advisory firm - (9/10/2010 Approved)
Oklahoma
Registered Investment Advisory firm - (10/6/2010 Approved)
Texas
Registered Investment Advisory firm - (12/18/2017 Conditional Restricted)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3030 N Rocky Point Dr W Suite 150, Tampa, FL 33607
Mailing Address
Phone number
(405) 245-8340
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts181
AUM (Assets Under Management)$ 38,082,643

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICAN FAMILY LEGACY GROUP

CRD#: 154050Oklahoma City, OK 73112

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