Leiland D. Overson

OVERSON ADVISORY GROUP

Mesa, AZ 85209

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CRD#: 1253784

Professional summary

Leiland David Overson, who also goes by David Overson, is a registered financial advisor currently at OVERSON ADVISORY GROUP located in Mesa, Arizona.

Leiland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Leiland has worked at 11 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Overson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OVERSON TAX ADVISORY, INC.; INVESTMENT RELATED; MESA, AZ; INSURANCE PRODUCTS SALES AND SERVICES AND TAX PREPARATION; PRESIDENT/INSURANCE AGENT; MAY 2005; APPROXIMATELY 50% OF TIME SPENT ON THIS ACTIVITY. OVERSON RAUGUTH LLC; NON-INVESTMENT RELATED; OWNERSHIP OF OFFICE BUILING; MESA, AZ; START DATE 02/2005

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leiland David Overson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 1, 2013 - Present

OVERSON ADVISORY GROUP

Office #1: 2500 South Power Road Suite 111, Mesa, AZ 85209

RIA

CRD#: 165648

Mesa, AZ

Past

May 8, 2012 - December 31, 2012

SYNERGY INVESTMENT GROUP, LLC

RIA

CRD#: 46035

KANNAPOLIS, NC

Past

March 22, 2012 - April 25, 2012

INTL ADVISORY CONSULTANTS INC.

RIA

CRD#: 130888

MESA, AZ

Past

February 21, 2012 - October 15, 2012

STONEX SECURITIES INC.

CRD#: 18456

MESA, AZ

Past

April 12, 2011 - March 7, 2012

SYNERGY INVESTMENT GROUP, LLC

RIA

CRD#: 46035

MESA, AZ

Past

December 16, 2008 - December 31, 2010

SYNERGY INVESTMENT GROUP, LLC

RIA

CRD#: 46035

MESA, AZ

Past

July 10, 2008 - March 7, 2012

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

MESA, AZ

Past

June 26, 2008 - June 26, 2008

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

PROVIDENCE, RI

Past

May 30, 2008 - July 14, 2008

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

MESA, AZ

Past

January 1, 2007 - July 29, 2008

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

MESA, AZ

Past

March 28, 2006 - January 1, 2007

FFP ADVISORY SERVICES INC

RIA

CRD#: 110778

MESA, AZ

Past

March 20, 2006 - May 30, 2008

FFP SECURITIES, INC.

CRD#: 16337

MESA, AZ

Past

July 27, 2005 - March 20, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

MESA, AZ

Past

May 12, 2005 - March 20, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MESA, AZ

Past

February 5, 1996 - May 10, 2005

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

Past

July 10, 1991 - January 1, 1996

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

June 20, 1984 - June 10, 1991

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/1/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/20/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/25/2001

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 10/16/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 6/15/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OVERSON ADVISORY GROUP

OVERSON ADVISORY GROUP | OVERSON ADVISORY GROUP LLC

CRD#: 165648 / SEC#:

Arizona

Registered Investment Advisory firm - (1/1/2013 Approved)

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Contact information

Main Address

2500 South Power Road Suite 111, Mesa, AZ 85209

Mailing Address

Phone number

(480) 776-3550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	118
AUM (Assets Under Management)	$ 18,141,628

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Leiland D. Overson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leiland David Overson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNERGY INVESTMENT GROUP, LLC

INTL ADVISORY CONSULTANTS INC.

STONEX SECURITIES INC.

SYNERGY INVESTMENT GROUP, LLC

SYNERGY INVESTMENT GROUP, LLC

SYNERGY INVESTMENT GROUP, LLC

SYNERGY INVESTMENT GROUP, LLC

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED ADVISORY SERVICES, INC.

FFP ADVISORY SERVICES INC

FFP SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

FFP SECURITIES, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

WS GRIFFITH SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/20/1984

Series 7

Date: 1/25/2001

Series 22

Date: 10/16/1984

Series 6

Date: 6/15/1984

Current Firm

OVERSON ADVISORY GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OVERSON ADVISORY GROUP

TRUST BUT VERIFY

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