William Lewis Overstreet
Investment adviser representative at Onedigital
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$155.4BFirm assets
Are you William Lewis Overstreet? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- OnedigitalFeb 2026 to now
- Onedigital Investment Advisors LLCFeb 2026 to now
- Jsc Federal Credit UnionJan 2025 to Feb 2026
- LPL Financial, LLCJan 2025 to Feb 2026
- Bank of America N.A.Sep 2022 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Dec 2024
- Cross Country MortgageJul 2021 to Jul 2022
- Key Investment ServicesApr 2020 to Jul 2021
- KeybankMar 2020 to Jul 2021
- Edward JonesAug 2018 to Feb 2020
- Bank of New York MellonFeb 2017 to Aug 2018
- Cappela UniversityMar 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Onedigital
Legal name: Onedigital Investment Advisors LLC
$155.4BAssets managed
18,203Clients
387Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6997099
- Firm CRD
- 106766