Beth Ellen Lewis
Investment adviser representative at Access Financial Resources Inc.
14 yearsExperience
2 statesRegistered in
$410.6MFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Beth Lewis Independent InsuranceNov 2017 to now
- Access Financial Resources, Inc.Oct 2015 to now
- Beth Dutoit Independent InsuranceFeb 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Access Financial Resources Inc.
$410.6MAssets managed
644Clients
7Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2485404
- Firm CRD
- 109495