Pottle Financial Services, Inc.
Pottle Financial Services, Inc. (CRD# 140181) is a financial advisory firm headquartered in Pinehurst, NC. They manage $44,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management44MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$550,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Philip Bailey (CRD# 4455033) is an Investment Advisor Representative working at Pottle Financial Services, Inc. in Pinehurst, NC and has over 12 years of experience in the finance industry.