RO
CFP
RO
CFP

Robert Overton

21 Years of Experience
Overland Park, KS
BrokerSells Insurance

Robert Overton is a CFP-designated registered investment advisor, based in Overland Park, KS, with 21 years of industry experience.

Location

4600 College Blvd, Ste 106, Overland Park, KS, 66211

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Robert works as an advisory representative of a registered investment advisor, dedicating about 30 hours per week. He also works as an independent insurance agent selling fixed life, disability, and long-term care insurance, spending a few hours per week on this. Robert also plays the accordion for about 10% to 20% of his time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2011 - Present · 15 yrs
Cambridge Investment Research, INC.Broker
September 2011 - Present · 15 yrs
Previous Registrations
Fsc Securities Corporation
December 2005 - September 2011 · 5 yrs 9 mos
Fsc Securities CorporationBroker
June 2004 - September 2011 · 7 yrs 3 mos
State Registrations22 states
ALARAZCACOFLGAIAIDILKSMDMONCNENVOHOKORTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.