Rosilyn Overton

Portfolio Manager-Equities at Level Four Advisory Services LLC

Finance

Consumer Services

Profile

Rosilyn Hoffman Overton is currently working as an Investment Advisor Representative at Level Four Advisory Services LLC since 2022.
Prior to this, she worked as a Partner at Mid-Atlantic Securities, Inc. from 1997 to 2022.
She completed her undergraduate degree from Wright State University (Ohio) in 1972 and earned a doctorate degree from Capella University LLC in 2007.

Rosilyn Overton active positions

Companies	Position	Start
Level Four Advisory Services LLC Level Four Advisory Services LLC Investment ManagersFinance Level Four Advisory Services LLC (LFAS) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2005 and do-business-as Level Four Wealth Management. They are wholly-owned by Level Four Group LLC and their ultimate parent is Carr, Riggs & Ingram LLC. LFAS provides investment advisory services to individuals, pension and profit-sharing plans, trusts and estates, and corporations and other business entities.	Portfolio Manager-Equities	01/10/2022

All active positions of Rosilyn Overton

Former positions of Rosilyn Overton

Companies	Position	End
Mid-Atlantic Securities, Inc. Mid-Atlantic Securities, Inc. Investment ManagersFinance Mid-Atlantic Securities, Inc. (MAS) is an investment advisory firm headquartered in Raleigh, North Carolina. The firm was founded in 1986 and was acquired in 2023 by Level Four Advisory Services LLC, a subsidiary of Carr, Riggs & Ingram LLC. MAS provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts.	Portfolio Manager-Equities	31/10/2022

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Training of Rosilyn Overton

Wright State University (Ohio)	Undergraduate Degree
Capella University LLC	Doctorate Degree

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Linked companies

Private companies	2
Mid-Atlantic Securities, Inc. Mid-Atlantic Securities, Inc. Investment ManagersFinance Mid-Atlantic Securities, Inc. (MAS) is an investment advisory firm headquartered in Raleigh, North Carolina. The firm was founded in 1986 and was acquired in 2023 by Level Four Advisory Services LLC, a subsidiary of Carr, Riggs & Ingram LLC. MAS provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts.	Finance
Level Four Advisory Services LLC Level Four Advisory Services LLC Investment ManagersFinance Level Four Advisory Services LLC (LFAS) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2005 and do-business-as Level Four Wealth Management. They are wholly-owned by Level Four Group LLC and their ultimate parent is Carr, Riggs & Ingram LLC. LFAS provides investment advisory services to individuals, pension and profit-sharing plans, trusts and estates, and corporations and other business entities.	Finance