Warren Overman (CRD# 7653361) is an Investment Advisor Representative working at Springboard Financial Services in Black Mountain, NC and has 1 year of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Springboard Tax Preparation | Black Mountain, NC | Jan 2024 - Current | < 1 |
| Asheville Adventure Company | Asheville, NC | May 2023 - Current | < 1 |
| Springboard Financial Services | Black Mountain, NC | Mar 2023 - Current | 1 |
| Doordash | Asheville, NC | Dec 2019 - Oct 2023 | 3 |
| University Of North Carolina - Asheville | Asheville, NC | Sep 2022 - Apr 2023 | < 1 |
| Performance Tours Rafting | Beuna Vista, CO | May 2022 - Aug 2022 | < 1 |
| University Of North Carolina - Asheville | Asheville, NC | Aug 2018 - May 2022 | 3 |
| Zack's Hotdogs | Burlington, NC | May 2017 - Dec 2019 | 2 |
| Alamance Community College | Graham, NC | Aug 2016 - May 2018 | 1 |
| Maynard Aquatic Center | Burlington, NC | Oct 2015 - May 2017 | 1 |
| Overman School | Burlington, NC | Sep 2012 - Jun 2016 | 3 |
| Pelican Snoballs Of Burlington | Burlington, NC | Apr 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$17,889
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.