William Overton (CRD# 7093449) is an Investment Advisor Representative working at Tull Financial Group, Inc. in Chesapeake, VA and has over 5 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tull Financial Group, Inc. | Chesapeake, VA | Dec 2022 - Current | 1 |
| Tull Financial Group, Inc. | Chesapeake, VA | Aug 2019 - Dec 2022 | 3 |
| Signature Family Wealth Advisors | Norfolk, VA | Feb 2018 - Jul 2019 | 1 |
| Virginia Tech | Blacksburg, VA | Aug 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- VA
-
Total Assets Under Management281MILLIONS
-
Total Number of Accounts985ACCOUNTS
-
Average Account Value$285,774
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, NC, TX, VA
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