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).
Total Assets Under Management19MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$950,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Market timing services
FL, MD, TX
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.
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.