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John Graton Gillespie

ACCESS FINANCIAL GROUP, INC.·BETHANY, Oklahoma
Clean recordACCESS FINANCIAL GROUP, INC.
6632 NW 39TH EXPRESSWAY, BETHANY, OK 73008CRD# 1231758Firm CRD# 113798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Graton Gillespie · BETHANY, OK
Registration
CRD #1231758 · ACCESS FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Graton Gillespie is a registered financial advisor based in BETHANY, Oklahoma, affiliated with ACCESS FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ACCESS FINANCIAL GROUP, INC.
ACCESS FINANCIAL GROUP, INC.
AUM
$71M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ACCESS FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1231758
Firm CRD# 113798
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Graton Gillespie offer?
John Graton Gillespie specializes in Financial Planning, Investment Management. Contact their office in BETHANY, Oklahoma for a consultation.
What are John Graton Gillespie's credentials?
John Graton Gillespie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Graton Gillespie located?
John Graton Gillespie is based in BETHANY, Oklahoma, working with ACCESS FINANCIAL GROUP, INC.. Their office serves clients in the BETHANY metropolitan area and surrounding communities.
How does John Graton Gillespie charge for services?
John Graton Gillespie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS FINANCIAL GROUP, INC.?
ACCESS FINANCIAL GROUP, INC. has approximately 6 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACCESS FINANCIAL GROUP, INC.

Susan Celeste Gillespie
BETHANY, OK

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)PONCA CITY (4)CLINTON (3)GROVE (2)NORMAN (1)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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