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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Pottle Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
Philip T. Bailey
CRD#: 4455033
120 Applecross Rd., Pinehurst, NC 28374

Philip Bailey (CRD# 4455033) is an Investment Advisor Representative working at Pottle Financial Services, Inc. in Pinehurst, NC and has over 11 years of experience in the finance industry.

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