William Atkinson has been Vice President of Access Financial Resources since October 2021, is a control person of the firm and directly owns under 5% of it. William Atkinson holds an Undergraduate degree in Finance from the University of Central Oklahoma and a Juris Doctor from Oklahoma City University School of Law.
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.
Bill Atkinson is Financial Advisor and Shareholder of Access Financial Resources, Inc. Before attending law school he served as an adjunct instructor for Oklahoma City University's CFP program, and he has taught Time Value of Money concepts to CFP candidates through the College of Financial Planning.
- – present · 18 yearsOklahoma City, OK · Adviser representative · Firm CRD 109495
- – · 8 yearsOklahoma City, OK · Adviser representative · Firm CRD 109495
Professional designations
Listed by Access Financial Resources
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
William Atkinson is registered as an investment adviser representative in 2 states. The first approvals date from August 2008; the most recent is Texas, in April 2015.
- OklahomaSince 4 August 2008
- TexasSince 9 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 June 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 June 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Paul Atkinson
- CRD
- 2752748
- Firm
- Access Financial Resources · CRD 109495
- Role
- Vice President
- Office
- 3621 NW 63RD STREET, SUITE A-1, Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- October 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- afradvice.com
Where does William Atkinson work?
William Atkinson has been Vice President of Access Financial Resources Inc. since October 2021, and is a control person of the firm.
Is William Atkinson a financial advisor?
Yes. William Atkinson has a current investment-adviser registration in Oklahoma and Texas, through Access Financial Resources since August 2008.
How many years of experience does William Atkinson have?
William Atkinson has 27 years in the financial industry, since October 1999, across 1 adviser firm.
What exams has William Atkinson passed?
William Atkinson has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in June 1996.
Where is William Atkinson based?
William Atkinson’s registered office is in Oklahoma City, OK.
Is William Atkinson registered with FINRA?
No. William Atkinson has no current broker registration.
Is William Atkinson a CFP?
Access Financial Resources lists William Atkinson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify William Atkinson’s record?
Search CRD 2752748 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Atkinson’s full registration record.
