Vice President · Access Financial Resources Inc.
William P. Atkinson
CRD 2752748 · Named on Form ADV at one SEC-registered adviser
At a glance
Access Financial Resources Inc., an SEC-registered wealth manager based in Oklahoma City, OK with $411 million in regulatory assets, lists William P. Atkinson on its Form ADV as Vice President, a control person.
Firms and roles
- Access Financial Resources Inc.Vice PresidentWealth manager · Oklahoma City, OK · $411M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Troy E. JonesSecretary of Treasury, Access Financial Resources Inc.
- Robert L. WoodyPresident, Access Financial Resources Inc.
- Jeffrey A. AshfordChief Investment Officer, Access Financial Resources Inc.
- Kelsey N. CagleChief Compliance Officer, Access Financial Resources Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.