William A. Overton

TULL FINANCIAL GROUP

Chesapeake, VA 23320-5205

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CRD#: 7093449

Professional summary

William Andrew Overton Jr., CFP®, who also goes by Drew Overton, is a registered financial advisor currently at TULL FINANCIAL GROUP, INC. located in Chesapeake, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. William has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew Overton

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Overton Jr.'s CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

February 27, 2020 - Present

TULL FINANCIAL GROUP, INC.

Office #1: 555 Belaire Avenue Suite 130, Chesapeake, VA 23320-5205

RIA

CRD#: 112235

Chesapeake, VA

Past

April 18, 2019 - September 7, 2019

BROWN ADVISORY

RIA

CRD#: 106375

NORFOLK, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TULL FINANCIAL GROUP, INC.

R.W. TULL & ASSOCIATES, INC. | TULL FINANCIAL GROUP, INC.

CRD#: 112235 / SEC#: 801-61759

RIA

Registered Investment Advisory firm - (1/23/2003 Approved)

Virginia

Registered Investment Advisory firm - (3/31/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Virginia
(2/27/2020)

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

IAR

Series 65

Date: 4/18/2019

Uniform Investment Adviser Law Examination

Current Firm

TULL FINANCIAL GROUP, INC.

R.W. TULL & ASSOCIATES, INC. | TULL FINANCIAL GROUP, INC.

CRD#: 112235 / SEC#: 801-61759

RIA

Registered Investment Advisory firm - (1/23/2003 Approved)

Virginia

Registered Investment Advisory firm - (3/31/2003 Terminated)

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Contact information

Main Address

555 Belaire Avenue Suite 130, Chesapeake, VA 23320-5205

Mailing Address

Phone number

(757) 436-1122

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	1,018
AUM (Assets Under Management)	$ 311,673,043

Red Flags

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

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William A. Overton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Overton Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

TULL FINANCIAL GROUP, INC.

BROWN ADVISORY

Primary Firm SEC Registration

TULL FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2019

Current Firm

TULL FINANCIAL GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TULL FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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