David Potter, financial advisor Tampa FL
38 score

David Potter

CRD Number: 2991638
Current Firm: Platinum Wealth Partners, Inc.

David Potter (CRD# 2991638) is an Investment Advisor Representative working at Platinum Wealth Partners, Inc. in Tampa, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Platinum Wealth Partners, Inc. Tampa, FL Jan 2003 - Current 13
Lasalle St. Securities, LLC Tampa, FL Mar 2010 - May 2013 3
Royal Alliance Associates Tampa, FL Sep 2006 - Mar 2010 3
Raymond James Financial Services, Inc. Toronto, Feb 2002 - Sep 2006 4
Raymond James Ltd. Toronto, Ontario, Aug 2001 - Sep 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for David L. Potter
Phone Number: 813-579-1660
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    335
    MILLIONS
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $152,273
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MA, NC, NV, PA

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BADGES
38

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