Roy Potts (CRD# 366506) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Deland, FL and has over 41 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2227187
Merit Financial Advisors
CRD# 4822125
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Advisors, Inc. | Deland, FL | May 2009 - Current | 14 |
| Potts Financial Corp. | Deland, FL | Nov 2008 - Current | 15 |
| Roy V. Potts | Deland, FL | Nov 2008 - Current | 15 |
| Roy V. Potts | Deland, FL | May 2005 - Current | 18 |
| Insurance - Non Variable | Deland, FL | Jan 2000 - Current | 24 |
| Raymond James Financial Services, Inc. | Deland, FL | May 1997 - Current | 26 |
| Independent Insurance Sales | Debary, FL | Jun 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1982 |
- FL
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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