Andrew Potosky (CRD# 6820436) is an Investment Advisor Representative working at Pds Planning Inc. in Dublin, OH and has 1 year of experience in the finance industry. Andrew Potosky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pds Planning, Inc. | Dublin, OH | Oct 2018 - Current | 5 |
| Nationwide Investment Services Corporation | Columbus, OH | Jun 2017 - Sep 2018 | 1 |
| Fidelity Investments | Columbus, OH | May 2016 - May 2017 | 1 |
| The Ohio State University | Columbus, OH | Aug 2015 - May 2016 | < 1 |
| Medline Industries | Waukegan, IL | May 2015 - Aug 2015 | < 1 |
| The Ohio State University | Columbus, OH | Aug 2014 - May 2015 | < 1 |
| Medline Industries | Mundelein, IL | May 2014 - Aug 2014 | < 1 |
| The Ohio State University | Columbus, OH | Aug 2013 - May 2014 | < 1 |
- OH
-
Total Assets Under Management1,390MILLIONS
-
Total Number of Accounts3,082ACCOUNTS
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Average Account Value$451,025
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, IN, KY, MI, NC, NE, NH, NY, OH, TX
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