John Overfield
John Overfield is a registered investment advisor at Cetera Investment Advisers LLC, based in Louisville, KY, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1503 Timberwood Cir, Ste 205, Louisville, KY, 40223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a financial advisor at Commonwealth Capital Management, LLC since May 2024. He dedicates about a quarter of his time assessing financial needs and assisting with investment decisions.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations5 states
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