Unclaimed Profile

Lucy Kathryn Fritts

AMERICAN FIDELITY ASSURANCE CO·OKLAHOMA CITY, Oklahoma

Clean recordAMERICAN FIDELITY ASSURANCE CO

2000 N. CLASSEN BLVD, OKLAHOMA CITY, OK 73106-6013CRD# 5505435Firm CRD# 106080

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lucy Kathryn Fritts · OKLAHOMA CITY, OK

Registration

CRD #5505435 · AMERICAN FIDELITY ASSURANCE CO

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lucy Kathryn Fritts is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with AMERICAN FIDELITY ASSURANCE CO. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

AMERICAN FIDELITY ASSURANCE CO

AUM

—

Regulatory assets under management

Employees

1500

Total firm employees

View all advisors at AMERICAN FIDELITY ASSURANCE CO →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5505435

Firm CRD# 106080

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lucy Kathryn Fritts offer?

Lucy Kathryn Fritts specializes in Investment Management, Fee-Only Advisory. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Lucy Kathryn Fritts's credentials?

Lucy Kathryn Fritts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lucy Kathryn Fritts located?

Lucy Kathryn Fritts is based in OKLAHOMA CITY, Oklahoma, working with AMERICAN FIDELITY ASSURANCE CO. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Lucy Kathryn Fritts charge for services?

Lucy Kathryn Fritts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN FIDELITY ASSURANCE CO?

AMERICAN FIDELITY ASSURANCE CO has approximately 1500 employees. The firm is registered with the SEC as an investment adviser.

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