Beth Lewis has been an investment adviser representative at Access Financial Resources since October 2015, and is not listed among the firm’s executive officers or direct owners. Beth Lewis holds a Bachelor of Business Administration from the University of Oklahoma.
Access Financial Resources Inc. is an Oklahoma City, OK firm with $411M under management, 644 clients and 7 advisers in one office, as of its April 2026 filing.
Beth Lewis is Financial Advisor at Access Financial Resources, Inc. She has been in the financial services industry since 1994, working first with non-profit entities on retirement plans, then as Vice-President at OppenheimerFunds, Inc. in the retirement plans area, and most recently with Edward Jones, where she served on the leadership committee. She specializes in helping small business owners design retirement plans.
Beth Lewis’ longest registration is the current one, 11 years at Access Financial Resources since 2015. Before joining Access Financial Resources in 2015, Beth Lewis was registered through United Planners' Financial Services of America A Limited Partner and Edward Jones.
- – present · 11 yearsOklahoma City, OK · Adviser representative · Firm CRD 109495
- United Planners' Financial Services of America A Limited Partner– · under a yearNorman, OK · Adviser representative · Firm CRD 20804
- Edward Jones– · 3 yearsNorman, OK · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Beth Lewis is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2015; the most recent is Oklahoma, in January 2016.
- OklahomaSince 1 January 2016
- TexasResidentSince 5 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 November 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 March 2004 |
| Series 7 | General Securities Representative Examination | 28 September 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 May 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Beth Ellen Lewis
- CRD
- 2485404
- Firm
- Access Financial Resources · CRD 109495
- Office
- 3621 NW 63RD STREET, SUITE A-1, Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- January 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- afradvice.com
Where does Beth Lewis work?
Beth Lewis is an investment adviser representative registered through Access Financial Resources Inc. since October 2015, and is not listed among the firm’s executive officers or direct owners.
Is Beth Lewis a financial advisor?
Yes. Beth Lewis has a current investment-adviser registration in Oklahoma and Texas, through Access Financial Resources since October 2015.
How many years of experience does Beth Lewis have?
Beth Lewis has 26 years in the financial industry, since January 2000, across 3 adviser firms.
What exams has Beth Lewis passed?
Beth Lewis has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 66. The earliest, the Series 6, was passed in May 1994. FINRA credited Beth Lewis with the SIE, which began in October 2018.
Where did Beth Lewis work before Access Financial Resources?
Before Access Financial Resources, Beth Lewis was registered through United Planners' Financial Services of America A Limited Partner, May 2015 to September 2015; Edward Jones, February 2012 to May 2015.
Where is Beth Lewis based?
Beth Lewis’ registered office is in Oklahoma City, OK.
Is Beth Lewis registered with FINRA?
No. Beth Lewis has no current broker registration.
How can I verify Beth Lewis’ record?
Search CRD 2485404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Beth Lewis’ full registration record.
