Beth LewisCRD Number: 2485404
Current Firm: Access Financial Resources Inc.
Beth Lewis (CRD# 2485404) 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.
Leonard Investment Advisors Inc.
Plan Group Financial, Inc.
|Beth Lewis Independent Insurance||Norman, OK||Nov 2017 - Current||4|
|Access Financial Resources, Inc.||Oklahoma City, OK||Oct 2015 - Current||6|
|Beth Dutoit Independent Insurance||Norman, OK||Feb 2012 - Nov 2017||5|
|United Planners' Financial Services Of America||Scottsdale, AZ||Apr 2015 - Jul 2015||< 1|
|Edward Jones||St Louis, MO||Oct 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2004|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management289MILLIONS
Total Number of Accounts2,163ACCOUNTS
Average Account Value$133,774
- 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
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