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Anthony Lambert Christensen

Investment adviser representative at Access Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
$357.7MFirm assets
Under 1 yearFirm 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Private Client ServicesOct 2018 to now
  2. Access Wealth Management, Inc.Jan 2005 to now
  3. Purshe Kaplan Sterling InvestmentsNov 2015 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (KY).

Access Wealth Management, LLC

$357.7MAssets managed
174Clients
3Advisers
Under 1 yearIn 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
3015594
Firm CRD
339285
Advisor's SEC record (opens in a new tab)
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