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CRD#: 331300
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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

Where the Statistical Data for FIRST TURN SECURITIES LLC Comes From

Understanding the Statistics for FIRST TURN SECURITIES LLC and How They Compare to Other Firms Through Our Analysis

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

FIRM INFORMATION

Main Address
4 East Sheridan Ave Suite 300, Oklahoma City, OK 73104
Mailing Address
4 East Sheridan Ave Suite 300, Oklahoma City, OK 73104
Firm Size
Small
Phone Number
(405) 205-1918
Established
Oklahoma since 04/22/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FIRST TURN HOLDINGS LLCMEMBER
AGERTON, DEBORAH LYNNFINOP/PFO/POO4460597
GODWIN, CHAD DAVIDCEO/CCO7908601

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Advisor's working at FIRST TURN SECURITIES LLC

DA

Deborah Lynn Agerton

Deborah Lynn Agerton, Deborah Agerton, Deborah Lynn Batson, Deborah Lynn Standridge
RR
CRD#: 4460597
Location:
Atlanta, GA
Company:
P2 CORPORATE FINANCE, LLC
Disclosures:
Experience:
17 years
View Profile
CG

Chad David Godwin

RR
CRD#: 7908601
Location:
Oklahoma City, OK 73104
Company:
FIRST TURN SECURITIES LLC
Disclosures:
Experience:
1 year
View Profile
DF

Douglas Graham Franklin

RR
CRD#: 6629836
Location:
Oklahoma City, OK 73104
Company:
FIRST TURN SECURITIES LLC
Disclosures:
Experience:
9 years
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