David Lewis Overton

Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1999 → Present
  Halbert, Hargrove/Russell, Llc
  Long Beach, CA

Previous Registrations

• 1999-07-14 → 2012-10-24
  Qwon Investment Consultants, Inc.
  Denver, CO

Other Businesses

AGENT SELLING LIFE INSURANCE, ROCKY MOUNTAIN INSURANCE NETWORK, 0% OWNERSHIP, AGENT, 5% TIME CONSUMPTION, EARNING COMMISSIONS

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-16
• S63 Uniform Securities Agent State Law Examination
  1993-03-08

Other Names

• David Lewis Overton
• David Lewis Overton