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).
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Total Assets Under Management256MILLION
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Total Number of Accounts1,957ACCOUNTS
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Average Account Value$131,053
- 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)
- Educational seminars/workshops
CO, FL, IL, KS, LA, OK, TX
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.
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.
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.
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.
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.
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.
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.