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 $35,677,000 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $566,302
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
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 Overstreet, financial advisor Winter Park FL
Stephen S. Overstreet
CRD#: 2865970
Winter Park, FL

Stephen Overstreet (CRD# 2865970) is an Investment Advisor Representative working at Financial Planning Office Of Stephen Overstreet, P.a. in Winter Park, FL and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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