William H. Overton

ADVANCED FINANCIAL SOLUTIONS

Boise, ID 83713-1081

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CRD#: 7160360

Professional summary

William Henry Overton, CFP® is a registered financial advisor currently at ADVANCED FINANCIAL SOLUTIONS, INC. located in Boise, Idaho.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Henry Overton'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

August 21, 2019 - Present

ADVANCED FINANCIAL SOLUTIONS, INC.

Office #1: 4700 N. Cloverdale Rd Suite #101, Boise, ID 83713-1081

RIA

CRD#: 121538

Boise, ID

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

Idaho
(8/21/2019)

IAR

Texas
(6/5/2023)

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: 7/25/2019

Uniform Investment Adviser Law Examination

Current Firm

ADVANCED FINANCIAL SOLUTIONS, INC.

CRD#: 121538 / SEC#: 801-70973

RIA

Registered Investment Advisory firm - (10/17/2012 Terminated)

Idaho

Registered Investment Advisory firm - (1/1/2012 Approved)

Texas

Registered Investment Advisory firm - (6/2/2023 Conditional Restricted)

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).

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Contact information

Main Address

4700 N. Cloverdale Rd Suite #101, Boise, ID 83713-1081

Mailing Address

Phone number

(208) 376-0091

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 27,381,437

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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William H. Overton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ADVANCED FINANCIAL SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2019

Current Firm

ADVANCED FINANCIAL SOLUTIONS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVANCED FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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