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William Andrew Overton

Tull Financial Group, Inc.

Chesapeake, VA

CRD 7093449

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Employer firm

Tull Financial Group, Inc. CRD 112235

$367M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Tull Financial Group, Inc.

555 Belaire Avenue Suite 130, Chesapeake, VA 23320-5205 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-02-27
  • VA RA
    APPROVED
    Since 2020-02-27

Branch Locations

555 Belaire Avenue Suite 130, Chesapeake, VA 23320-5205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signature Family Wealth Advisors Norfolk VA 02/2018 07/2019
Virginia Tech Blacksburg VA 08/2013 12/2017
Tull Financial Group, Inc. Chesapeake VA 08/2019 12/2022
Tull Financial Group, Inc. Chesapeake VA 12/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-18
  • S65 Uniform Investment Adviser Law Examination
    2019-04-18
Other Names
  • Drew Overton

View on SEC IAPD

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