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).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $122,798
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, KS, OK, TX

Financial Advisors at Access Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Angela O'keefe
CRD#: 4755493
6632 Nw 39th Expressway, Bethany, OK 73008
93
Wealthminder
score

Angela O'keefe (CRD# 4755493) is an Investment Advisor Representative working at Access Financial Group, Inc. in Bethany, OK and has over 11 years of experience in the finance industry.

2
John G. Gillespie
CRD#: 1231758
6632 Nw 39th Expressway, Bethany, OK 73008
83
Wealthminder
score

John Gillespie (CRD# 1231758) is an Investment Advisor Representative working at Access Financial Group, Inc. in Bethany, OK and has over 32 years of experience in the finance industry.

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