William Paul Atkinson
Investment adviser representative at Access Financial Resources Inc.
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$410.6MFirm assets
Are you William Paul Atkinson? Claim your profile
Contact this firm
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
30 years in the industry.
- William P Atkinson IiiAug 2007 to now
- Access Financial Resources, Inc.Mar 1996 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
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
- 2752748
- Firm CRD
- 109495