Dane
Petty
Overridge Wealth Advisors
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About this Advisor
Dane Petty is a financial advisor based in Fort Worth, Texas, working with Overridge Wealth Advisors. Dane has previously held positions at Lee Johnson Capital Mgmt, Independent Insurance Agent, and Triad Advisors, Inc. Dane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Dane is part of Overridge Wealth Advisors, which operates out of Fort Worth, Texas. The firm has 11 employees and manages assets totaling $250.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Overridge Wealth Advisors includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Overridge Wealth Advisors Brokerage Details
$250,191,890
11
1,078
$232,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dane Petty Work History
Independent Insurance Agent
Lee Johnson Capital Mgmt
Triad Advisors, Inc
Disclosures
Please visit the SEC profile of Dane Petty 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 Overridge Wealth Advisors
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Aledo, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
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