Best Investors
Account
Sign in
Best Investors
Account
Sign in
Access Financial Resources Inc. CRD 109495
$411M regulatory AUM 39 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3621 Nw 63Rd Street Suite A-1, Oklahoma City, OK 73116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-11 |
| LA | RA | APPROVED | 2016-01-06 |
| TX | RA | APPROVED | 2003-01-09 |
| OK | RA | APPROVED | 1992-01-10 |
Branch Locations
3621 Nw 63Rd Suite A-1, Oklahoma City, OK 73116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Access Financial Resources, Inc. | Oklahoma City | OK | 11/1991 | Present |
| Troy E. Jones | Oklahoma City | OK | 08/1981 | Present |
Troy E. Jones, proprietor, insurance agent, non-investment related, less than 5 hrs per mo., 3621 NW 63rd St. Ste A1, Oklahoma City, OK 73116. Also, Troy is the sole shareholder of Access Financial Resources, Inc. which in turn wholly owns Advisors Plan Administrators, LLC (APA), a third-party administration company, non-investment related; he spends less than 5 hrs per mo. on APA. APA started on 1/1/03.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-12-03 |
Reach out to this advisor