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Michael O

Series 63, Series 65

Beaumont, TX

Primerica Advisors

Michael Overstreet is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is a partner in Overstreet Ventures, LP and Overstreet Ventures Management, Inc., entities related to Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating an exclusively percentage-based, tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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