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).
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Total Assets Under Management294MILLION
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Total Number of Accounts2,723ACCOUNTS
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Average Account Value$107,803
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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 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.
William Atkinson (CRD# 2752748) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 21 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 21 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 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.
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.
Beth Dutoit (CRD# 2485404) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 13 years of experience in the finance industry.
Michael Dunham (CRD# 1214230) is an Investment Advisor Representative working at Access Financial Resources Inc. in Oklahoma City, OK and has over 33 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.