Access Financial Group, Inc.
Access Financial Group, Inc. (CRD# 113798) is a financial advisory firm headquartered in Bethany, OK. They manage $71,100,000 in 579 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management71MILLION
Total Number of Accounts579ACCOUNTS
Average Account Value$122,798
- 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)
GA, KS, OK, TX
Angela O'keefe (CRD# 4755493) is an Investment Advisor Representative working at Access Financial Group, Inc. in Bethany, OK and has over 12 years of experience in the finance industry.
John Gillespie (CRD# 1231758) is an Investment Advisor Representative working at Access Financial Group, Inc. in Bethany, OK and has over 33 years of experience in the finance industry.