Access Financial Resources Inc.

Access Financial Resources Inc. (CRD# 109495) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $307,984,853 in 2,335 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • Total Number of Accounts
    2,335
    ACCOUNTS
  • Average Account Value
    $131,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, KS, LA, NV, OK, TX

Financial Advisors at Access Financial Resources Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey A. Ashford
CRD#: 5020302
3621 Nw 63rd, Suite A-1, Oklahoma City, OK 73116

Jeffrey Ashford (CRD# 5020302) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 18 years of experience in the finance industry.

2
William P. Atkinson
CRD#: 2752748
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116

William Atkinson (CRD# 2752748) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 27 years of experience in the finance industry.

3
Troy E. Jones
CRD#: 1076516
3621 Nw 63rd, Oklahoma City, OK 73116

Troy Jones (CRD# 1076516) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 41 years of experience in the finance industry.

4
Beth E. Lewis
CRD#: 2485404
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116

Beth Lewis (CRD# 2485404) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 20 years of experience in the finance industry.

5
Sherry J. Prader
CRD#: 5494874
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116

Sherry Prader (CRD# 5494874) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 15 years of experience in the finance industry.

6
Robert L. Woody
CRD#: 2891362
3621 Nw 63rd, Oklahoma City, OK 73116

Robert Woody (CRD# 2891362) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 22 years of experience in the finance industry.

7
Kelsey N. Cagle
CRD#: 7342584
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116

Kelsey Cagle (CRD# 7342584) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 3 years of experience in the finance industry.

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