David Over, financial advisor Lancaster PA
80 score

David Over

CRD Number: 5897647
Current Firm: Ambassador Advisors, LLC

David Over (CRD# 5897647) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ambassador Advisors, LLC Lancaster, PA Feb 2015 - Current 1
American Portfolios Financial Services Holbrook, NY Feb 2015 - Current 1
Janney Montgomery Scott LLC Lancaster, PA Jul 2013 - Feb 2015 1
Merrill Lynch Lancaster, PA Dec 2011 - Jun 2013 1
Unemployed Lancaster, PA Sep 2011 - Dec 2011 < 1
Park Avenue Securities Blue Bell, PA Mar 2011 - Sep 2011 < 1
Guardian Life Insurance Company Blue Bell, PA Dec 2010 - Sep 2011 < 1
Self Employed Lancaster, PA Dec 2004 - Oct 2010 5
Self Employed Lancaster, PA Dec 2004 - Oct 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David A. Over
Phone Number: 717-560-8300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States


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