Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Overton? Claim Your ProfileOverton Taylor Davis is a financial advisor with over 25 years of experience in the industry. Currently, Overton is registered with Northwestern Mutual Investment Services, LLC and has a branch office in Lafayette, Louisiana. Overton has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Previously, Overton worked for Robert W. Baird & Co. Incorporated in Milwaukee, Wisconsin. Overton is licensed in the state of Louisiana.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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LA
04/24/1996 - Present
Northwestern Mutual Investment Services, LLC (LAFAYETTE LA)
WI
04/26/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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