Beth E. Lewis
Professional summary
Beth Ellen Lewis, who also goes by Beth E Arthur, Beth Ellen Arthur, Beth E Du Toit, Beth Ellen Dutoit, Beth E Lewis, Beth Ellen Lewis, is a registered financial advisor currently at ACCESS FINANCIAL RESOURCES INC. located in Oklahoma City, Oklahoma.
Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Beth has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Beth Ellen Lewis's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 5, 2015 - Present
ACCESS FINANCIAL RESOURCES INC.
Office #1: 3621 Nw 63rd Street Suite A-1, Oklahoma City, OK 73116May 1, 2015 - September 17, 2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
May 1, 2015 - September 17, 2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
February 1, 2012 - May 21, 2015
EDWARD JONES
October 24, 2011 - May 21, 2015
EDWARD JONES
March 5, 2004 - October 10, 2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
August 5, 2002 - December 16, 2002
CIM SECURITIES, LLC
January 9, 2001 - February 13, 2001
GE INVESTMENT DISTRIBUTORS, INC
January 11, 1999 - November 12, 1999
NATIONWIDE INVESTMENT SERVICES CORPORATION
May 11, 1994 - April 3, 1997
VOYA FINANCIAL PARTNERS, LLC
Primary Firm SEC Registration
ACCESS FINANCIAL RESOURCES INC.
CRD#: 109495 / SEC#: 801-58103
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2016)
(10/5/2015)
Exams
Current Firm
ACCESS FINANCIAL RESOURCES INC.
CRD#: 109495 / SEC#: 801-58103
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,483 |
| AUM (Assets Under Management) | $ 354,996,372 |
Red Flags
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