Will Potts-GorhamCRD Number: 6293646
Current Firm: Thornburg Investment Management Inc.
Will Potts-Gorham (CRD# 6293646) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 2 years of experience in the finance industry.
Santa Fe Advisors LLC
Raymond James Financial Services Advisors, Inc.
Lpl Financial LLC
|Thornburg Securities Corp||Santa Fe, NM||Jan 2014 - Current||2|
|Wells Fargo||Albuquerque, NM||Sep 2011 - Jan 2014||2|
|The Mahoney Group||Albuquerque, NM||Jun 2005 - Aug 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management54,858MILLIONS
Total Number of Accounts5,091ACCOUNTS
Average Account Value$10,775,486
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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