Advisor at Dauble+Worthington Equity Portfolios
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Firm
Dauble+Worthington Equity Portfolios
Location
Evansville, IN
Credentials
Series 63, Series 65
Industry experience
14 years
Jackie Overstreet is a financial advisor at Dauble+Worthington Equity Portfolios in Evansville, IN, holding Series 63 and Series 65 designations with 14 years of industry experience. She has been with Dauble+Worthington Capital Management since 2015. Dauble+Worthington Equity Portfolios provides discretionary investment advisory and monitoring services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a variety of analysis methods and offers tailored investment plans with ongoing supervision, serving both individual and institutional clients.
Based on Dauble+Worthington Equity Portfolios
Based on Dauble+Worthington Equity Portfolios
$5,000 annual financial planning fee, negotiable
$0 - $100,000: $20 per month $100,001 - $250,000: $35 per month $250,001 - $1,000,000: $50 per month $1,000,001+: $75 per month
Account minimum: $5,000.00
Evansville, IN
Indiana
Dauble+Worthington Capital Management
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Newburgh, IN
Summit Investments, Inc.
CFP®, Series 65
Newburgh, IN
uVest Advisory Group, LLC
CFA®
Evansville, IN
Mulberry Capital Management
Series 63, Series 66
Evansville, IN
Endress Capital Management, L.L.C.
Series 63, Series 65
Evansville, IN
Dauble+Worthington Equity Portfolios
Series 65
Evansville, IN
Gates Investment Advisors, LLC
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