Alexandra Potts (CRD# 6602937) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Gibsonia, PA and has over 7 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Jan 2022 - Current | 2 |
| First Commonwealth Bank | Butler, PA | Jan 2022 - Current | 2 |
| Key Investment Services | Pepper Pike, OH | May 2018 - Jan 2022 | 3 |
| Keybank | Butler, PA | May 2018 - Jan 2022 | 3 |
| Key Investment Services LLC | Pepper Pike, OH | Sep 2016 - May 2018 | 1 |
| Keybank | Butler, PA | Sep 2016 - May 2018 | 1 |
| Lpl Financial LLC | Butler, PA | Apr 2016 - Sep 2016 | < 1 |
| First Niagara Bank | Butler, PA | Nov 2009 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- PA
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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