Access Financial Resources Inc.

Access Financial Resources Inc. (CRD# 109495) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $256,471,377 in 1,957 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    1,957
    ACCOUNTS
  • Average Account Value
    $131,053
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
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.

CO, FL, IL, KS, LA, OK, TX

Financial Advisors at Access Financial Resources Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey A. Ashford
CRD#: 5020302
3621 Nw 63rd, Suite A-1, Oklahoma City, OK 73116

Jeffrey Ashford (CRD# 5020302) 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. Jeffrey Ashford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William P. Atkinson
CRD#: 2752748
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116

William Atkinson (CRD# 2752748) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 24 years of experience in the finance industry. William Atkinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John T. Clement
CRD#: 1385378
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116

John Clement (CRD# 1385378) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 24 years of experience in the finance industry. John Clement has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Troy E. Jones
CRD#: 1076516
3621 Nw 63rd, Oklahoma City, OK 73116

Troy Jones (CRD# 1076516) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 37 years of experience in the finance industry. Troy Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Beth E. Lewis
CRD#: 2485404
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116

Beth Lewis (CRD# 2485404) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 16 years of experience in the finance industry.

6
Sherry J. Prader
CRD#: 5494874
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116

Sherry Prader (CRD# 5494874) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 12 years of experience in the finance industry.

7
Robert L. Woody
CRD#: 2891362
3621 Nw 63rd, Oklahoma City, OK 73116

Robert Woody (CRD# 2891362) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 19 years of experience in the finance industry.

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