Stephen PottsCRD Number: 4441380
Current Firm: Opus Wealth Management Group
Stephen Potts (CRD# 4441380) is an Investment Advisor Representative working at Opus Wealth Management Group in Lisle, IL and has over 15 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Lpl Financial, LLC||Batavia, IL||May 2015 - Current||2|
|Opus Wealth Management Group||Batavia, IL||May 2015 - Current||2|
|Metlife Securities Inc.||Downers Grove, IL||Aug 2001 - May 2015||13|
|Metropolitan Life Insurance Company||Downers Grove, IL||Aug 2001 - May 2015||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
Total Assets Under Management148MILLIONS
Total Number of Accounts725ACCOUNTS
Average Account Value$204,138
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, IN, TX
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