Alexander Potter, financial advisor Royal Oak MI
93 score

Alexander Potter

CRD Number: 6086954
Current Firm: Cambridge Investment Research Advisors, Inc.

Alexander Potter (CRD# 6086954) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Royal Oak, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Aug 2017 - Current < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2017 - Current < 1
Mml Investors Services Dearborn, MI Apr 2014 - Aug 2017 3
Mass Mutual Dearborn, MI Mar 2014 - Aug 2017 3
The Prudential Insurance Company Of America Troy, MI May 2012 - Mar 2014 1
Pruco Securities LLC Troy, MI May 2012 - Mar 2014 1
Maru Sushi And Grill Okemos, MI Jan 2010 - Aug 2012 2
Olive Garden, Darden Inc. Okemos, MI May 2008 - Jan 2010 1
Olive Garden, Darden Inc. Duncanville, TX Sep 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Alexander S. Potter
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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