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Gizelle Marie Carnahan

BODELL OVERCASH ANDERSON & CO., INC.·JAMESTOWN, New York
BODELL OVERCASH ANDERSON & CO., INC.
FENTON BUILDING, SUITE 200, JAMESTOWN, NY 14701CRD# 4411194Firm CRD# 5148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gizelle Marie Carnahan · JAMESTOWN, NY
Registration
CRD #4411194 · BODELL OVERCASH ANDERSON & CO., INC.
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
01

About

Gizelle Marie Carnahan 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# 4411194
Firm CRD# 5148
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gizelle Marie Carnahan offer?
Gizelle Marie Carnahan specializes in Financial Planning, Investment Management. Contact their office in JAMESTOWN, New York for a consultation.
What are Gizelle Marie Carnahan's credentials?
Gizelle Marie Carnahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gizelle Marie Carnahan located?
Gizelle Marie Carnahan 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 Gizelle Marie Carnahan charge for services?
Gizelle Marie Carnahan'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.

John Edward Anderson
JAMESTOWN, NY
Daniel Ray Jr Overcash
JAMESTOWN, NY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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