Leiland Overson, financial advisor Mesa AZ

Leiland Overson

CRD Number: 1253784
Current Firm: Overson Advisory Group

Leiland Overson (CRD# 1253784) is an Investment Advisor Representative working at Overson Advisory Group in Mesa, AZ and has over 39 years of experience in the finance industry.

Similar Advisors
David Schiller, financial advisor Mesa AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Michael Abbate, financial advisor Mesa AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Similar Advisors
Jerry Abbitt, financial advisor Mesa AZ
Jerry W. Abbitt
CRD# 5338348
Primerica Advisors
Professional Designations
Company Name Location Dates Years
Overson Advisory Group LLC Mesa, AZ Sep 2012 - Current 11
Overson Tax Advisory, Inc. Mesa, AZ Apr 2005 - Current 18
Overson Rauguth LLC Mesa, AZ Feb 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Leiland D. Overson
Phone Number: 480-776-3550
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $126,820
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ

Ready to hire a financial advisor? Get competitive proposals from Leiland Overson and other advisors.
BADGES

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.