Pottle Financial Services, Inc.

Pottle Financial Services, Inc. (CRD# 140181) is a financial advisory firm headquartered in Pinehurst, NC. They manage $43,429,365 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
120 Applecross Rd., Pinehurst, NC 28374
http://www.pottlefinancial.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $421,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Pottle Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Anna Pottle, financial advisor Pinehurst NC
Anna B. Pottle
CRD#: 6850460
120 Applecross Rd., Pinehurst, NC 28374

Anna Pottle (CRD# 6850460) is an Investment Advisor Representative working at Pottle Financial Services, Inc. in Pinehurst, NC and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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