Access Financial Group, LLC
Access Financial Group, LLC (CRD# 312084) is a financial advisory firm headquartered in Mount Vernon, TX. They manage $27,549,928 in 160 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Access Financial Group, LLC
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts160ACCOUNTS
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Average Account Value$172,187
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, OK, TX
Financial Advisors at Access Financial Group, LLC
1
Garrett Pool (CRD# 6204513) is an Investment Advisor Representative working at Access Financial Group, LLC in Mount Vernon, TX and has over 10 years of experience in the finance industry.
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