Stephen S. Overstreet
Professional summary
Stephen Shane Overstreet, CFP®, who also goes by Stephen Overstreet, is a registered financial advisor currently at FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A. located in Winter Park, Florida.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Stephen has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Shane Overstreet's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1998
Experience
January 2, 2002 - Present
FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2002)
Current Firm
FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A.
CRD#: 141636 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 35,456,000 |
Red Flags
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Company Information
FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A.
CRD#: 141636Winter Park, FLTRUST BUT VERIFY
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