Roger Lynn Overby
Professional Summary
Roger Lynn Overby is a registered financial advisor currently at SKYWAY CAPITAL MARKETS, LLC located in Tampa, Florida. Roger is registered as a RR (Registered Representative) and started their career in finance in 1989. Roger has worked at 8 firms and has passed the Series 63, Series 65, Series 79TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
SKYWAY ADVISORS, LLC | SKYWAY CAPITAL MARKETS, LLC
Contact Information
Main Address
100 North Tampa Street Suite 3550, Tampa, FL 33602Mailing Address
100 North Tampa Street Suite 3550, Tampa, FL 33602Phone Number
(813) 210-9530Established
Florida since 09/17/2002Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(11/9/2016)
(9/6/2016)
(1/3/2017)
(5/19/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Roger Lynn Overby's CRS (Customer Relationship Summary).
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