Darren Overlie (CRD# 3053583) is an Investment Advisor Representative working at Lpl Financial LLC in Havre, MT and has over 25 years of experience in the finance industry.
CRD# 1834163
Lpl Financial LLC
CRD# 6936550
Gwn Securities Inc.
CRD# 5847894
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Havre, MT | Jul 2021 - Current | 2 |
| Ot Enterprises | Havre, MT | Dec 2017 - Jul 2021 | 3 |
| Northern Lights Athletic Scholarship Foundation | Havre, MT | Mar 2014 - Jul 2021 | 7 |
| Montana Actors Theater | Havre, MT | Sep 2013 - Jul 2021 | 7 |
| Lelok Travel | Havre, MT | Jan 2007 - Jul 2021 | 14 |
| Bear Paw Credit Union | Havre, MT | Apr 2006 - Jul 2021 | 15 |
| Various Insurance Carriers For W & R Insurance Agencies | Havre, MT | Jan 1999 - Jul 2021 | 22 |
| Waddell & Reed, Inc. | Havre, MT | Apr 1998 - Jul 2021 | 23 |
| Overlie Rentals | Havre, MT | Nov 1997 - Jul 2021 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1998 |
- MT
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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