Home
›
Firms
›
ACCESS FINANCIAL GROUP, INC.
ACCESS FINANCIAL GROUP, INC.
BETHANY, Oklahoma
·
2 registered advisors
·
CRD# 113798
SEC# 801-68401
405-491-0235
01
Firm Overview
AUM
$71M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ACCESS FINANCIAL GROUP, INC.
2 registered advisors
John Graton Gillespie
BETHANY, Oklahoma
CRD# 1231758
Susan Celeste Gillespie
BETHANY, Oklahoma
CRD# 2974939
05
Office Locations
BETHANY, Oklahoma
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. ACCESS FINANCIAL GROUP, INC. (CRD# 113798) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.