Access Financial Resources Inc.

Access Financial Resources Inc. (CRD# 109495) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $293,547,054 in 2,723 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    2,723
    ACCOUNTS
  • Average Account Value
    $107,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

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
96
Wealthminder
score

Jeffrey Ashford (CRD# 5020302) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 11 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
96
Wealthminder
score

William Atkinson (CRD# 2752748) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 20 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
96
Wealthminder
score

John Clement (CRD# 1385378) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 20 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
96
Wealthminder
score

Troy Jones (CRD# 1076516) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 34 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
Robert L. Woody
CRD#: 2891362
3621 Nw 63rd, Oklahoma City, OK 73116
93
Wealthminder
score

Robert Woody (CRD# 2891362) 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.

6
Beth E. Dutoit
CRD#: 2485404
3621 Nw 63rd Street, Suite A-1, Oklahoma City, OK 73116
48
Wealthminder
score

Beth Dutoit (CRD# 2485404) 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
Michael P. Dunham
CRD#: 1214230
13919 Quail Pointe Drive, Oklahoma City, OK 73134
41
Wealthminder
score

Michael Dunham (CRD# 1214230) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 32 years of experience in the finance industry. Michael Dunham 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.

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