Philip  Overton,  CFP<sup>&reg;</sup> - Financial Advisor

Philip Overton, CFP®

Financial Planner

Prudential Investments

53 High St, Ste 31
Westerly, RI 02891-6001
(401) 596-8297
(877) 778-4625

General

Philip Overton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prudential Investments in Westerly, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Broker/Dealer Affiliation: Pruco Securities, LLC

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