Billy Potter (CRD# 6671990) is an Investment Advisor Representative working at Knight Of California LLC in Carmel, CA and has over 7 years of experience in the finance industry.
CRD# 707104
Ubs Financial Services Inc.
CRD# 1385904
Andresen & Associates Inc.
CRD# 1395674
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knight Of California LLC | Carmel, CA | Sep 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- CA
- KY
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$513,432
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, KY
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