Michael Potter (CRD# 6525231) is an Investment Advisor Representative working at True Wealth Financial Group LLC in The Villages, FL and has over 8 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raytheon | Pensacola, FL | Nov 2021 - Current | 2 |
| True Wealth Financial Group LLC | Pensacola, FL | Jun 2018 - Current | 5 |
| Comtech | Pensacola, FL | Jan 2019 - Jan 2021 | 2 |
| Exostrategies Inc. | Colorado Springs, CO | Jan 2017 - Dec 2018 | 1 |
| Securities America Advisors | Omaha, NE | Oct 2015 - Dec 2016 | 1 |
| Nelson Murphy Insurance & Investments | Omaha, NE | Sep 2015 - Dec 2016 | 1 |
| Securities America | Lavista, NE | Jun 2015 - Dec 2016 | 1 |
| Alpha 28 Consulting | Omaha, NE | Jan 2015 - Dec 2016 | 1 |
| Tasc Inc. | Chantilly, VA | May 2008 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- FL
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$28,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.