Timothy PotterCRD Number: 6273051
Current Firm: Krilogy Financial LLC
Timothy Potter (CRD# 6273051) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Krilogy Financial, LLC||St. Louis, MO||Nov 2013 - Current||4|
|Unemployed||St. Louis, MO||May 2013 - Nov 2013||< 1|
|University Of Dayton||Dayton, OH||Aug 2009 - May 2013||3|
|Summit Strategies Group||Clayton, MO||May 2012 - Aug 2012||< 1|
|John Londoff Chevrolet||Florissant, MO||May 2011 - Aug 2011||< 1|
|St. Louis Univ. High School||Student, MO||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Total Assets Under Management919MILLIONS
Total Number of Accounts4,373ACCOUNTS
Average Account Value$210,064
- A percentage of assets under your management
- Hourly charges
- 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)
AL, CA, CO, FL, GA, IA, IL, IN, KS, KY, MN, MO, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, VA, WA
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