AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AG

Angela Faith Grant

AMERICAN FIDELITY SECURITIES
OKLAHOMA CITY, OK
·CRD# 4176509·23 years experience

Professional Summary

Angela Faith Grant is a registered financial advisor currently at AMERICAN FIDELITY SECURITIES, INC. located in Oklahoma City, Oklahoma. Angela is registered as a RR (Registered Representative) and started their career in finance in 2003. Angela has worked at 1 firm and has passed the Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

ORLANDO, FL · CRD#
View profile
AR
Alan Arnowitz Rubenfeld

DWS DISTRIBUTORS, INC.

NEW YORK, NY · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

CA
Curtis J Arnold

OXFORD WEALTH GROUP, LLC

ORLANDO, FL · CRD#
John Edward Krehbiel
John Edward Krehbiel

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#
AR
Alan Arnowitz Rubenfeld

DWS DISTRIBUTORS, INC.

NEW YORK, NY · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

CA
Curtis J Arnold

OXFORD WEALTH GROUP, LLC

ORLANDO, FL · CRD#
John Edward Krehbiel
John Edward Krehbiel

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#
AR
Alan Arnowitz Rubenfeld

DWS DISTRIBUTORS, INC.

NEW YORK, NY · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

CA
Curtis J Arnold

OXFORD WEALTH GROUP, LLC

ORLANDO, FL · CRD#
John Edward Krehbiel
John Edward Krehbiel

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#
AR
Alan Arnowitz Rubenfeld

DWS DISTRIBUTORS, INC.

NEW YORK, NY · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#

Years of Experience

23 years in the financial services industry

Current & Past Employments

AMERICAN FIDELITY SECURITIES, INC.·CRD# 11852
BD
9000 Cameron Parkway, Oklahoma City, OK 73114-3701
April 3, 2003 - Present

Similar Advisors

CA
Curtis J Arnold

OXFORD WEALTH GROUP, LLC

ORLANDO, FL · CRD#
John Edward Krehbiel
John Edward Krehbiel

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#
AR
Alan Arnowitz Rubenfeld

DWS DISTRIBUTORS, INC.

NEW YORK, NY · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#

Current Firm

AF
AMERICAN FIDELITY SECURITIES, INC.

AMERICAN FIDELITY ASSURANCE | AMERICAN FIDELITY SECURITIES, INC.

CRD#: 11852 / SEC#: 8-15123
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Contact Information

Main Address

9000 Cameron Parkway, Oklahoma City, OK 73114-3701

Mailing Address

9000 Cameron Parkway, Oklahoma City, OK 73114

Phone Number

(405) 416-8967

Established

Oklahoma since 08/26/1969

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (28 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMERICAN FIDELITY ASSURANCE COMPANYSHAREHOLDER—
BOLDEN, TIMOTHY HDIRECTOR5376036
COLON, TARYN KASSISTANT VICE PRESIDENT, TREASURER, FINOP PRINCIPAL, AND PRINCIPAL FINANCIAL OFFICER7642942
DOHERTY, JAMES HUGHPRINCIPAL OPERATIONS OFFICER4197747
GRANT, ANGELA FAITHDIRECTOR4176509
KEELING, COURTNEY DANAEDIRECTOR, PRESIDENT/CEO AND CHIEF COMPLIANCE OFFICER7675059
OVERFIELD, LINDA EASSISTANT VICE PRESIDENT—

Disclosures

Regulatory Event

1

Similar Advisors

CA
Curtis J Arnold

OXFORD WEALTH GROUP, LLC

ORLANDO, FL · CRD#
John Edward Krehbiel
John Edward Krehbiel

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#
AR
Alan Arnowitz Rubenfeld

DWS DISTRIBUTORS, INC.

NEW YORK, NY · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#

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.

Similar Advisors

CA
Curtis J Arnold

OXFORD WEALTH GROUP, LLC

ORLANDO, FL · CRD#
John Edward Krehbiel
John Edward Krehbiel

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#
AR
Alan Arnowitz Rubenfeld

DWS DISTRIBUTORS, INC.

NEW YORK, NY · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(1/9/2024)
RR
Arkansas
(1/9/2024)
RR
Colorado
(1/10/2023)
RR
Kansas
(9/24/2026)
RR
Mississippi
(1/9/2024)
RR
Nevada
(1/9/2024)
RR
North Carolina
(1/9/2024)
RR
Pennsylvania
(1/9/2024)
RR
Rhode Island
(1/9/2024)
RR
South Dakota
(1/9/2024)
RR
Utah
(9/24/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2023About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2003About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed May 2005About the Series 26 exam
FINRA
SRO Registrations

Similar Advisors

CA
Curtis J Arnold

OXFORD WEALTH GROUP, LLC

ORLANDO, FL · CRD#
John Edward Krehbiel
John Edward Krehbiel

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#
AR
Alan Arnowitz Rubenfeld

DWS DISTRIBUTORS, INC.

NEW YORK, NY · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Angela Faith Grant's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

CA
Curtis J Arnold

OXFORD WEALTH GROUP, LLC

ORLANDO, FL · CRD#
John Edward Krehbiel
John Edward Krehbiel

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#
AR
Alan Arnowitz Rubenfeld

DWS DISTRIBUTORS, INC.

NEW YORK, NY · CRD#
Kendell Wesley Frye
Kendell Wesley Frye

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#
AG
Follow Angela
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required