Susan PotterCRD Number: 1175685
Current Firm: First Citizens Investor Services, Inc.
Susan Potter (CRD# 1175685) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 13 years of experience in the finance industry.
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
Axa Advisors, LLC
|First Citizens Investor Services, Inc.||Raleigh, NC||Oct 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2004|
Total Assets Under Management559MILLIONS
Total Number of Accounts2,293ACCOUNTS
Average Account Value$243,803
- 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)
CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV