Unclaimed Profile

Robert Lee Woody

ACCESS FINANCIAL RESOURCES INC.·OKLAHOMA CITY, Oklahoma

ACCESS 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.

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Robert Lee Woody is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with ACCESS FINANCIAL RESOURCES INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ACCESS FINANCIAL RESOURCES INC.

AUM

$308M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACCESS FINANCIAL RESOURCES INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2891362

Firm CRD# 109495

View on FINRA BrokerCheck →

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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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