Evan Potash, financial advisor Newtown PA
93 score

Evan Potash

CRD Number: 5588820
Current Firm: Wells Fargo Advisors, LLC

Evan Potash (CRD# 5588820) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Newtown, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advosors, LLC Warmister, PA Aug 2013 - Current 3
Wells Fargo Bank Na Warmister, PA Aug 2013 - Current 3
Pnc Investments Pittsburgh, PA Nov 2012 - Aug 2013 < 1
Pnc Bank Warrington, PA Feb 2012 - Aug 2013 1
Pnc Investments Pittsburgh, PA Feb 2012 - Nov 2012 < 1
N/a Ardmore, PA Jan 2012 - Feb 2012 < 1
Lpl Financial Services Charlotte, NC Dec 2010 - Dec 2011 1
Sovereign Bank Ardmore, PA Dec 2010 - Dec 2011 1
Mml Investors Services, Inc. Horsham, PA Sep 2008 - Dec 2010 2
Massmutual Life Insurance Company Horsham, PA Jun 2008 - Dec 2010 2
La Fitness Huntingdon Valley, PA Sep 2007 - Jul 2008 < 1
University Of Rhode Island Kingston, RI Sep 2002 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Evan J. Potash
Phone Number: 314-875-3000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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