Jerry Potter (CRD# 1234550) is an Investment Advisor Representative working at Freedom Financial Advisors, LLC in Charleston, WV and has over 40 years of experience in the finance industry.
CRD# 3212745
Truist Advisory Services, Inc.
CRD# 4543380
Cetera Investment Advisers LLC
CRD# 2692914
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Potter & Spano Financial Group | Charleston, WV | Oct 2018 - Current | 5 |
| Jerry Potter Financial | South Charleston, WV | Feb 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1984 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WV
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Total Assets Under Management2MILLIONS
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Total Number of Accounts22ACCOUNTS
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Average Account Value$96,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
WV
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