Nancy Overton (CRD# 354496) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 41 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Total Wealth Planning & Management | Ponte Vedra Beach, FL | Sep 2018 - Current | 5 |
Total Wealth Planning And Management, Inc. | Ponte Vedra Beach, FL | Sep 2018 - Current | 5 |
Beverly Hills Wealth Management LLC | Jacksonville, FL | Oct 2012 - Aug 2018 | 5 |
Oak Shore Partners, LLC | Jacksonville, FL | Dec 2016 - Jun 2017 | < 1 |
Mutual Securities, Inc. | Beverly Hills, CA | Sep 2013 - Feb 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1982 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- FL
-
Total Assets Under Management178MILLIONS
-
Total Number of Accounts1,207ACCOUNTS
-
Average Account Value$147,749
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, NH, NJ, NY, OK, PA, TX
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