Joseph
Overfield
Prosperity Capital Advisors
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About this Advisor
Joseph Overfield is a financial advisor based in Columbus, Ohio, working with Prosperity Capital Advisors. Joseph has previously held positions at Prosperity Capital Advisors, Intelliplan Financial, and Eagle Financial Solutions. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Joseph is part of Prosperity Capital Advisors, which operates out of Columbus, Ohio. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$2,245,308,171
202
9,396
$238,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Joseph Overfield Work History
Prosperity Capital Advisors
Intelliplan Financial
Eagle Financial Solutions
Disclosures
Please visit the SEC profile of Joseph Overfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prosperity Capital Advisors
Westlake, OH
South Easton, MA
Westlake, OH
Arden, NC
Westlake, OH
Edwardsville, IL
Westlake, OH
Westlake, OH
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