Beth Lewis, financial advisor Oklahoma City OK

Beth Lewis

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Beth E. Lewis
Phone Number: 405-848-9826
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    289
    MILLIONS
  • Total Number of Accounts
    2,163
    ACCOUNTS
  • Average Account Value
    $133,774
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

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

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