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Adam L Ashby

American Fidelity Securities, Inc.

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About Adam L Ashby

Adam Ashby is a financial professional with over 14 years of experience in the industry. He is currently registered with American Fidelity Securities, Inc. in Oklahoma City, OK. Adam holds Series 6 and Series 63 licenses and the SIE designation. He is also registered in 13 states, including California, Colorado, and Pennsylvania.

Firm Information

Adam Ashby is currently registered with American Fidelity Securities, Inc.. American Fidelity Securities, Inc. is a Corporation formed in August 1969 and is approved to operate in 27 states and the District of Columbia. It has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

393

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adam Ashby’s Registration & Firm History

OK

07/21/2008 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 08/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam L Ashby.
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