Robert Woody has been President of Access Financial Resources since October 2021, is a control person of the firm and directly owns under 5% of it. Robert Woody holds an Undergraduate degree in Business Administration from the University of Oklahoma and a Master of Business Administration from the University of Central 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.
Lee Woody is Financial Advisor and Shareholder of Access Financial Resources, Inc. He specializes in developing and implementing retirement plans for business owners and helps clients structure employee benefit and compensation plans. His clients include dental and medical professionals as well as small business owners.
- – present · 24 yearsOklahoma City, OK · Adviser representative · Firm CRD 109495
Investment adviser representative registrations
Robert Woody is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2001; the most recent is Texas, in March 2009.
- OklahomaSince 30 October 2001
- TexasResidentSince 27 March 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 September 2001 |
| Series 7 | General Securities Representative Examination | 27 July 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Lee Woody
- CRD
- 2891362
- Firm
- Access Financial Resources · CRD 109495
- Role
- President
- Office
- 3621 NW 63RD, Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- afradvice.com
Where does Robert Woody work?
Robert Woody has been President of Access Financial Resources Inc. since October 2021, and is a control person of the firm.
Is Robert Woody a financial advisor?
Yes. Robert Woody has a current investment-adviser registration in Oklahoma and Texas, through Access Financial Resources since October 2001.
How many years of experience does Robert Woody have?
Robert Woody has 24 years in the financial industry, since October 2001, across 1 adviser firm.
What exams has Robert Woody passed?
Robert Woody has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2001.
Where is Robert Woody based?
Robert Woody’s registered office is in Oklahoma City, OK.
Is Robert Woody registered with FINRA?
No. Robert Woody has no current broker registration.
How can I verify Robert Woody’s record?
Search CRD 2891362 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Woody’s full registration record.
