Potomac Advisors, Inc.

Potomac Advisors, Inc. (CRD# 131070) is a financial advisory firm headquartered in , . They manage $19,000,000 in 20 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $950,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Market timing services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, TX

Financial Advisors at Potomac Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard M. Paul
CRD#: 1603141
Lakewood Ranch, FL
93
Wealthminder
score

Richard Paul (CRD# 1603141) is an Investment Advisor Representative working at Potomac Advisors, Inc. in Lakewood Ranch, FL and has over 28 years of experience in the finance industry.

2
Meghan S. Paul
CRD#: 6724585
Los Angeles, CA
87
Wealthminder
score

Meghan Paul (CRD# 6724585) is an Investment Advisor Representative working at Potomac Advisors, Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.