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William Henry Overton

Advanced Financial Solutions, Inc.

Boise, ID

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Current Employers
Advanced Financial Solutions, Inc.

4700 N. Cloverdale Rd Suite #101, Boise, ID 83713-1081 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2019-08-21
  • ID RA
    APPROVED
    Since 2019-08-21

Branch Locations

4700 N. Cloverdale Rd Suite #101, Boise, ID 83713-1081 • 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
Solid Rock Climbers For Christ Bend OR 10/2018 01/2019
Young Life Colorado Springs CO 06/2015 09/2018
Advanced Financial Solutions, Inc Ria Boise ID 02/2019 Present
  • 10/2018 → 01/2019
    Solid Rock Climbers For Christ
    Bend, OR
  • 06/2015 → 09/2018
    Young Life
    Colorado Springs, CO
  • 02/2019 → Present
    Advanced Financial Solutions, Inc Ria
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-25
  • S65 Uniform Investment Adviser Law Examination
    2019-07-25
Designations

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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