Unclaimed Profile

William Paul Atkinson

ACCESS FINANCIAL RESOURCES INC.·OKLAHOMA CITY, Oklahoma

Series 6, Series 63, Series 65CFPClean record28 years registeredACCESS FINANCIAL RESOURCES INC.

3621 NW 63RD STREET, OKLAHOMA CITY, OK 73116CRD# 2752748Firm CRD# 109495

Profile Verification

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

Identity

William Paul Atkinson · OKLAHOMA CITY, OK

Registration

CRD #2752748 · ACCESS FINANCIAL RESOURCES INC. · 28 years registered

Brand Profile

Not yet started

Career History

ACCESS FINANCIAL RESOURCES INC.

Aug 2008 – present

ACCESS FINANCIAL RESOURCES INC.

May 1998 – Mar 2007

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · May 11, 1998

Years registered · 28

Professional designation · CFP

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 William Paul Atkinson offer?

William Paul Atkinson specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are William Paul Atkinson's credentials?

William Paul Atkinson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Paul Atkinson located?

William Paul Atkinson 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 William Paul Atkinson charge for services?

William Paul Atkinson'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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