William Andrew Overton
Investment adviser representative at Tull Financial Group, Inc.
13 yearsExperience
1 stateRegistered in
$367.1MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Tull Financial Group, Inc.Aug 2019 to now
- Signature Family Wealth AdvisorsFeb 2018 to Jul 2019
- Virginia TechAug 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
Tull Financial Group, Inc.
$367.1MAssets managed
295Clients
5Advisers
23 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
- 7093449
- Firm CRD
- 112235