Robert Overman, financial advisor New Bern NC

Robert Overman

CRD Number: 1435768
Current Firm: Triad Advisors, LLC

Robert Overman (CRD# 1435768) is an Investment Advisor Representative working at Triad Advisors, LLC in New Bern, NC and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Aug 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Nov 2009
Contact Info for Robert W. Overman
Phone Number: 800-720-4003
Registered State(s):
  • GA
  • IN
  • MN
  • NC
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    2,249
    MILLIONS
  • Total Number of Accounts
    10,769
    ACCOUNTS
  • Average Account Value
    $208,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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