Potter Financial Solutions, Inc.
Potter Financial Solutions, Inc. (CRD# 113957) is a financial advisory firm headquartered in , . They manage $28,601,102 in 243 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts243ACCOUNTS
Average Account Value$117,700
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Potter (CRD# 1155422) is an Investment Advisor Representative working at Potter Financial Solutions, Inc. in Westminster, CO and has over 34 years of experience in the finance industry. Robert Potter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.