Overson Advisory Group
Overson Advisory Group (CRD# 165648) is a financial advisory firm headquartered in Mesa, AZ. They manage $14,077,000 in 111 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts111ACCOUNTS
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Average Account Value$126,820
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.
AZ
Financial Advisors at Overson Advisory Group
1
Leiland Overson (CRD# 1253784) is an Investment Advisor Representative working at Overson Advisory Group in Mesa, AZ and has over 39 years of experience in the finance industry.
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