C. O. Overbey, Jr LLC
C. O. Overbey, Jr LLC (CRD# 117192) is a financial advisory firm headquartered in , . They manage $12,113,978 in 14 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
C. O. Overbey, Jr LLC
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$865,284
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, VA
Financial Advisors at C. O. Overbey, Jr LLC
1
Charles Overbey (CRD# 3211749) is an Investment Advisor Representative working at C. O. Overbey, Jr LLC in Glen Allen, VA and has over 25 years of experience in the finance industry.
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