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CRD#: 11852
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

AMERICAN FIDELITY SECURITIES, INC. is located at 9000 Cameron Parkway, Oklahoma City, OK 73114-3701 and was first established at New Orleans, Oklahoma in 08/26/1969. After operating for 57 years, AMERICAN FIDELITY SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AMERICAN FIDELITY SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. AMERICAN FIDELITY SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AMERICAN FIDELITY SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AMERICAN FIDELITY SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AMERICAN FIDELITY SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for AMERICAN FIDELITY SECURITIES, INC. Comes From

Understanding the Statistics for AMERICAN FIDELITY SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
9000 Cameron Parkway, Oklahoma City, OK 73114-3701
Mailing Address
9000 Cameron Parkway, Oklahoma City, OK 73114
Firm Size
Medium
Phone Number
(405) 416-8967
Established
Oklahoma since 08/26/1969
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
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 DANAEASSISTANT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER7675059
KENNEY, CHRISTOPHER THOMASCHAIRMAN OF THE BOARD, CEO, AND PRESIDENT5452832
OVERFIELD, LINDA EASSISTANT VICE PRESIDENT

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Advisor's working at AMERICAN FIDELITY SECURITIES, INC.

TP

Tanner Robert Phillips

Tanner Robert Morgan, Tanner Phillips
RR
CRD#: 7958680
Location:
Oklahoma City, OK 73114-3701
Company:
AMERICAN FIDELITY SECURITIES, INC.
Disclosures:
Experience:
1 year
View Profile
TP

Troy Martin Pittock

RR
CRD#: 1399063
Location:
Oklahoma City, OK 73114-3701
Company:
AMERICAN FIDELITY SECURITIES, INC.
Disclosures:
Experience:
36 years
View Profile
JE

Joseph M Eickhorst

RR
CRD#: 7577453
Location:
Oklahoma City, OK 73114-3701
Company:
AMERICAN FIDELITY SECURITIES, INC.
Disclosures:
Experience:
3 years
View Profile
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