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).
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Total Assets Under Management308MILLION
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Total Number of Accounts2,335ACCOUNTS
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Average Account Value$131,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CO, FL, KS, LA, NV, OK, TX
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.
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.
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.
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.
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.
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.
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.