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Perry Alan Overton is a financial advisor professional located in Boone, IA. They specialize in financial advisory. With over 13 years of experience, they bring deep expertise to every client.
Perry Alan Overton - Edward Jones holds an active professional license (FINRA CRD) for your protection.
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Perry Alan Overton is a financial advisor with Edward Jones in Boone, Iowa. With 13 years in the financial services industry, he works with clients on investment and financial planning needs. Perry holds a FINRA CRD license, which permits him to operate within the regulatory framework of the Financial Industry Regulatory Authority. His experience spans over a decade of working with clients to address their financial goals and planning strategies.
Perry's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees securities brokers and financial advisors. This registration means he has met specific training and background requirements and operates under FINRA's rules and supervision. The license allows him to conduct securities transactions and provide investment advice within the scope of his registration. FINRA oversight provides investors with a mechanism to verify his registration status and disciplinary history.