Rosilyn Overton
Portfolio Manager-Aktien bei Level Four Advisory Services LLC
Profil
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.
Aktive Positionen von Rosilyn Overton
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.10.2022 |
Ehemalige bekannte Positionen von Rosilyn Overton
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | 31.10.2022 |
Ausbildung von Rosilyn Overton
| Wright State University (Ohio) | Undergraduate Degree |
| Capella University LLC | Doctorate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmen ersten Grades
Herr
Frau
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Unternehmensverbindungen
| Private Unternehmen | 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 |
