Zendola Potter, financial advisor Charlottesville VA
93 score

Zendola Potter

CRD Number: 3050300
Current Firm: Signature Family Wealth Advisors

Zendola Potter (CRD# 3050300) is an Investment Advisor Representative working at Signature Family Wealth Advisors in Charlottesville, VA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Signature Financial Management, Inc. Norfolk, VA May 2016 - Current < 1
Arnett Carbis Toothman Wealth Advisors LLC Charleston, WV Jun 2004 - Apr 2016 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Zendola J. Potter
Phone Number: 757-625-7670
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    3,316
    MILLIONS
  • Total Number of Accounts
    1,024
    ACCOUNTS
  • Average Account Value
    $3,238,741
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, NY, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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