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 $15,713,088 in 107 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts107ACCOUNTS
Average Account Value$146,851
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Charles Overbey (CRD# 3211749) is an Investment Advisor Representative working at C.o. Overbey, Jr. Financial Planners, Inc. in Richmond, VA and has over 18 years of experience in the finance industry.