AdvisorOS Directory
Claim Profile
DO

Daniel Ray Jr Overcash

BODELL OVERCASH ANDERSON & CO., INC.·JAMESTOWN, New York
Unclaimed Profile
FENTON BUILDING, SUITE 200, JAMESTOWN, NY 14701CRD# 354430Firm CRD# 5148
01

About

Daniel Ray Jr Overcash is a registered financial advisor based in JAMESTOWN, New York, affiliated with BODELL OVERCASH ANDERSON & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BODELL OVERCASH ANDERSON & CO., INC.
BODELL OVERCASH ANDERSON & CO., INC.
AUM
$4M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BODELL OVERCASH ANDERSON & CO., INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 354430
Firm CRD# 5148
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JAMESTOWN?

Browse all registered financial advisors in JAMESTOWN, New York or claim this profile if it's yours.

Browse JAMESTOWN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Ray Jr Overcash offer?
Daniel Ray Jr Overcash specializes in Financial Planning, Investment Management. Contact their office in JAMESTOWN, New York for a consultation.
What are Daniel Ray Jr Overcash's credentials?
Daniel Ray Jr Overcash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Ray Jr Overcash located?
Daniel Ray Jr Overcash is based in JAMESTOWN, New York, working with BODELL OVERCASH ANDERSON & CO., INC.. Their office serves clients in the JAMESTOWN metropolitan area and surrounding communities.
How does Daniel Ray Jr Overcash charge for services?
Daniel Ray Jr Overcash's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BODELL OVERCASH ANDERSON & CO., INC.?
BODELL OVERCASH ANDERSON & CO., INC. has approximately 5 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in JAMESTOWN
John Edward Anderson — BODELL OVERCASH ANDERSON & CO., INC.Gizelle Marie Carnahan — BODELL OVERCASH ANDERSON & CO., INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile