Blain PotterCRD Number: 1344935
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Blain Potter (CRD# 1344935) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Morristown, TN and has over 32 years of experience in the finance industry.
Creative Financial Designs, Inc.
Signator Investors, Inc.
Wells Fargo Advisors, LLC
|Bank Of America,na||Morristown, TN||Nov 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Knoxville, TN||Jun 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV