C.o. Overbey, Jr. Financial Planners, Inc.

C.o. Overbey, Jr. Financial Planners, Inc. (CRD# 117192) is a financial advisory firm headquartered in Richmond, VA. They manage $14,201,490 in 92 accounts and serve the financial needs of clients across 1 states (or territories).

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)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at C.o. Overbey, Jr. Financial Planners, Inc.
Showing 1 - 1 of 1 top financial advisors.
Charles O. Overbey
CRD#: 3211749
5914 Chamberlayne Rd, Richmond, VA 23227

Charles Overbey (CRD# 3211749) is an Investment Advisor Representative working at C.o. Overbey, Jr. Financial Planners, Inc. in Richmond, VA and has over 19 years of experience in the finance industry.

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