WP
William Paul Atkinson
CRD 2752748
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Access Financial Resources Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Access Financial Resources Inc.
Trustee · GP / trustee / elected manager · Mar 2024
-
Access Financial Resources Inc.
Vice President · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗