Financial Planning Office Of Stephen Overstreet, P.a.

Financial Planning Office Of Stephen Overstreet, P.a. (CRD# 141636) is a financial advisory firm headquartered in , . They manage $35,100,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $1,210,345
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.

FL

Financial Advisors at Financial Planning Office Of Stephen Overstreet, P.a.
Showing 1 - 1 of 1 top financial advisors.
1
Stephen S. Overstreet
CRD#: 2865970
Winter Springs, FL
93
Wealthminder
score

Stephen Overstreet (CRD# 2865970) is an Investment Advisor Representative working at Financial Planning Office Of Stephen Overstreet, P.a. in Winter Springs, FL and has over 19 years of experience in the finance industry.

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