Leiland David Overson
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Overson
Similar Advisors
RIVERBRIDGE
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RIVERBRIDGE
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RIVERBRIDGE
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
RIVERBRIDGE
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
Years of Experience
42 years in the financial services industry
Current & Past Employments
Similar Advisors
RIVERBRIDGE
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
Current Firm
OVERSON ADVISORY GROUP | OVERSON ADVISORY GROUP LLC
Contact Information
Main Address
2500 South Power Road Suite 111, Mesa, AZ 85209Phone Number
(480) 776-3550# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
131AUM (Assets Under Management)
$21,700,000Similar Advisors
RIVERBRIDGE
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RIVERBRIDGE
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Oct 1984About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1984About the Series 6 examSimilar Advisors
RIVERBRIDGE
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Leiland David Overson's CRS (Customer Relationship Summary).
Similar Advisors
RIVERBRIDGE
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
