Charles Potter (CRD# 1402536) is an Investment Advisor Representative working at Simple Wealth LLC in Liberty Lake, WA and has over 38 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 2610909
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Liberty Lake, WA | Sep 2020 - Current | 3 |
Simple Wealth, LLC | Liberty Lake, WA | Nov 2010 - Current | 13 |
Simple Leadership | Spokane, WA | Oct 2004 - Current | 19 |
Investment Dynamics, Inc. | Spokane, WA | Jan 1980 - Current | 44 |
Securities Service Network, Inc. | Spokane, WA | Aug 2007 - Sep 2020 | 13 |
Downriver Capital Management, LLC | Spokane, WA | Jun 2016 - Jun 2017 | 1 |
Downriver Capital Management, LLC | Spokane, WA | Feb 2010 - Jun 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1985 |
S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- ID
- TX
- WA
-
Total Assets Under Management58MILLIONS
-
Total Number of Accounts178ACCOUNTS
-
Average Account Value$326,163
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
ID, TX, WA
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