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Daniel Ray Jr Overcash

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Ray Jr Overcash · JAMESTOWN, NY
Registration
CRD #354430 · BODELL OVERCASH ANDERSON & CO., INC.
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at BODELL OVERCASH ANDERSON & CO., INC.

Gizelle Marie Carnahan
JAMESTOWN, NY
John Edward Anderson
JAMESTOWN, NY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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