Beth Ellen Lewis

Employer firm

Access Financial Resources Inc. CRD 109495

$411M regulatory AUM 39 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 11/2017
  Beth Dutoit Independent Insurance
  Norman, OK
• 10/2015 → Present
  Access Financial Resources, Inc.
  Oklahoma City, OK
• 11/2017 → Present
  Beth Lewis Independent Insurance
  Norman, OK

Previous Registrations

• 2015-05-01 → 2015-09-17
  United Planners' Financial Services Of America A Limited Partner
  Norman, OK
• 2012-02-01 → 2015-05-21
  Edward Jones
  Edmond, OK
  Edmond, OK
  Edmond, OK
  Edmond, OK
  St Louis, MO
  Norman, OK

Other Businesses

1)BETH LEWIS (F/K/A DUTOIT) INDEPENDENT INSURANCE AGENT - INSURANCE SALES AND SERVICES - SINCE 02/2012 - 1839 W BURR OAK RD NORMAN, OK 73072

Exams

• S66 Uniform Combined State Law Examination
  2011-11-05
• S63 Uniform Securities Agent State Law Examination
  2004-03-08

Other Names

• Beth E Arthur
• Beth Ellen Arthur
• Beth E Du Toit
• Beth E Lewis
• Beth Ellen Lewis
• Beth Ellen Dutoit