Sherry
Prader
Access Financial Resources Inc
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About this Advisor
Sherry Prader is a financial advisor who works in Oklahoma City, Oklahoma, with a total of 7 years of industry experience. Prader is currently employed by Access Financial Resources Inc. Prader has gained experience at Arvest Asset Management, Arbonne International, Access Financial Financial Resources, Inc and Sherry Prader. Prader maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Oklahoma and Texas. Access Financial Resources Inc is a registered investment firm that has its headquarters in Oklahoma City, OK. It handles $306 million in assets under management among its 2,258 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 2,258 client accounts, just 11% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which service is offered. However, fees charged by Access Financial Resources Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Access Financial Resources Inc Brokerage Details
$306,397,359
9
2,258
$135,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sherry Prader Work History
Sherry has been registered as a financial advisor for 7 years.*
Access Financial Financial Resources, Inc
Arvest Asset Management
Sherry Prader
Arbonne International
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sherry Prader to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Access Financial Resources Inc
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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