Corey OvercashCRD Number: 6358595
Current Firm: Valic Financial Advisors, Inc.
Corey Overcash (CRD# 6358595) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 3 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Valic Financial Advisors, Inc.||Durham, NC||Sep 2014 - Current||3|
|Aig||Durham, NC||May 2011 - Sep 2014||3|
|Full Time Student At Unc-chapel Hill||Chapel Hill, NC||Aug 2010 - May 2014||3|
|Food Lion||Carrboro, NC||Jan 2011 - May 2011||< 1|
|Quail Roost Farm||Rougemont, NC||Oct 2007 - Aug 2010||2|
|Pizza Inn||Durham, NC||Sep 2006 - Oct 2007||1|
|Full Time Student||Bahama, NC||Jun 2004 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV