Unclaimed Profile

Robert Lee Woody

ACCESS FINANCIAL RESOURCES INC.·OKLAHOMA CITY, Oklahoma

Series 7, Series 66Clean record24 years registeredACCESS FINANCIAL RESOURCES INC.

3621 NW 63RD STREET, OKLAHOMA CITY, OK 73116CRD# 2891362Firm CRD# 109495

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Lee Woody · OKLAHOMA CITY, OK

Registration

CRD #2891362 · ACCESS FINANCIAL RESOURCES INC. · 24 years registered

Brand Profile

Not yet started

Career History

ACCESS FINANCIAL RESOURCES INC.

Oct 2001 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 30, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCESS FINANCIAL RESOURCES INC.

CRD 109495 · SEC 801-58103

AUM

$308M

Regulatory assets under management

Employees

2,335 client accounts

Services offered by ACCESS FINANCIAL RESOURCES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ACCESS FINANCIAL RESOURCES INC. →

Introduction

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Frequently Asked Questions

What services does Robert Lee Woody offer?

Robert Lee Woody specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Robert Lee Woody's credentials?

Robert Lee Woody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Lee Woody located?

Robert Lee Woody is based in OKLAHOMA CITY, Oklahoma, working with ACCESS FINANCIAL RESOURCES INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Robert Lee Woody charge for services?

Robert Lee Woody'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 RESOURCES INC.?

ACCESS FINANCIAL RESOURCES INC. has approximately 9 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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