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William Paul Atkinson

Access Financial Resources Inc.

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About William Paul Atkinson

William Atkinson is an investment advisor representative at Access Financial Resources Inc. William has been in the securities industry since 1996. William is registered with the state of Oklahoma and Texas and is also a Certified Financial Planner. William has a law practice as a sole practitioner. William's firm provides financial planning, pension consulting, educational seminars, and portfolio management services.

Firm Information

William Atkinson is currently registered with Access Financial Resources Inc.. Access Financial Resources Inc. is an Oklahoma City, OK-based investment advisor registered with the SEC. The firm has 7 investment advisor representatives and 5 licensed agents. It advises individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Access Financial Resources Inc. manages approximately $307,984,853 in discretionary and non-discretionary assets.
Access Financial Resources Inc.

3621 NW 63RD STREET

OKLAHOMA CITY, OK 73116

$307.98M

Assets Under Management

54

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Atkinson’s Registration & Firm History

OK

04/09/2015 - Present

Access Financial Resources Inc. (OKLAHOMA CITY OK)

OK

01/31/1997 - 12/31/2010

ACCESS INVESTMENTS, INC. (OKLAHOMA CITY OK)

TX

06/21/1996 - 10/21/1996

SUNPOINT SECURITIES, INC. (LONGVIEW TX)

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Licenses & Designations

IA

Issued 07/02/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Paul Atkinson.
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