Rosilyn Overton

Gestore di Portafoglio-Azioni presso Level Four Advisory Services LLC

Finance

Consumer Services

Profilo

Rosilyn Hoffman Overton is currently working as an Investment Advisor Representative at Level Four Advisory Services LLC since 2022.
Prior to this, she worked as a Partner at Mid-Atlantic Securities, Inc. from 1997 to 2022.
She completed her undergraduate degree from Wright State University (Ohio) in 1972 and earned a doctorate degree from Capella University LLC in 2007.

Posizioni attive di Rosilyn Overton

Società	Posizione	Inizio
Level Four Advisory Services LLC Level Four Advisory Services LLC Investment ManagersFinance Level Four Advisory Services LLC (LFAS) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2005 and do-business-as Level Four Wealth Management. They are wholly-owned by Level Four Group LLC and their ultimate parent is Carr, Riggs & Ingram LLC. LFAS provides investment advisory services to individuals, pension and profit-sharing plans, trusts and estates, and corporations and other business entities.	Gestore di Portafoglio-Azioni	01/10/2022

Tutte le posizioni attive di Rosilyn Overton

Precedenti posizioni note di Rosilyn Overton

Società	Posizione	Fine
Mid-Atlantic Securities, Inc. Mid-Atlantic Securities, Inc. Investment ManagersFinance Mid-Atlantic Securities, Inc. (MAS) is an investment advisory firm headquartered in Raleigh, North Carolina. The firm was founded in 1986 and was acquired in 2023 by Level Four Advisory Services LLC, a subsidiary of Carr, Riggs & Ingram LLC. MAS provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts.	Gestore di Portafoglio-Azioni	31/10/2022

Vedi nel dettaglio l'esperienza di Rosilyn Overton

Formazione di Rosilyn Overton

Wright State University (Ohio)	Undergraduate Degree
Capella University LLC	Doctorate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Rosilyn Overton

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
Mid-Atlantic Securities, Inc. Mid-Atlantic Securities, Inc. Investment ManagersFinance Mid-Atlantic Securities, Inc. (MAS) is an investment advisory firm headquartered in Raleigh, North Carolina. The firm was founded in 1986 and was acquired in 2023 by Level Four Advisory Services LLC, a subsidiary of Carr, Riggs & Ingram LLC. MAS provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts.	Finance
Level Four Advisory Services LLC Level Four Advisory Services LLC Investment ManagersFinance Level Four Advisory Services LLC (LFAS) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2005 and do-business-as Level Four Wealth Management. They are wholly-owned by Level Four Group LLC and their ultimate parent is Carr, Riggs & Ingram LLC. LFAS provides investment advisory services to individuals, pension and profit-sharing plans, trusts and estates, and corporations and other business entities.	Finance