Beth Lewis
Beth Lewis is a registered investment advisor at Access Financial Resources INC., based in Oklahoma City, OK, with 26 years of industry experience. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 644 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. Cash is included in the asset calculation.
Fee Estimator
Location
3621 NW 63rd Street, Suite A-1, Oklahoma City, OK, 73116
Get directionsHistory
Regulatory History (4)
Regulatory
January 2017Regulatory
November 2015Employment Separation After Allegations
September 2015Employment Separation After Allegations
March 2015Other Business ActivitiesSells Insurance
Beth is an independent insurance agent, providing insurance sales and services since 2012.
Employment History
Current Registrations
Access Financial Resources INC.
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Edward Jones
Edward JonesBroker
Oppenheimerfunds Distributor, INC.Broker
Cim Securities, LLCBroker
Ge Investment Distributors, INCBroker
Nationwide Investment Services CorporationBroker
Aetna Investment Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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