Sigma Financial Services Inc.

Sigma Financial Services Inc. (CRD# 108099) is a financial advisory firm headquartered in Roanoke, VA. They manage $144,448,557 in 117 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
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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 Sigma Financial Services Inc.
Showing 1 - 1 of 1 top financial advisors.
Donald J. Potter
CRD#: 366374
2766 Electric Road, Suite B, Roanoke, VA 24018

Donald Potter (CRD# 366374) is an Investment Advisor Representative working at Sigma Financial Services Inc. in Roanoke, VA and has over 28 years of experience in the finance industry.

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