Rachel Potters (CRD# 7477043) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has over 2 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Olio Financial Planning | Blacksburg, VA | Sep 2021 - Current | 2 |
| Virginia Polytechnic Institute And State University | Blacksburg, VA | Oct 2014 - Sep 2021 | 6 |
| Via College Of Osteopathic Medicine | Blacksburg, VA | Oct 2006 - Oct 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- VA
-
Total Assets Under Management413MILLIONS
-
Total Number of Accounts1,486ACCOUNTS
-
Average Account Value$277,704
- 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
- Pension consulting services
- Educational seminars/workshops
CO, DC, FL, MD, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA
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