Reed Potter (CRD# 2937141) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pikeville, KY and has over 26 years of experience in the finance industry.
CRD# 5830463
Ameriprise Financial Services, LLC
CRD# 2787649
U.s. Bancorp Investments, Inc.
CRD# 2437287
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pw Management, Inc. | Pikeville, KY | Mar 2020 - Current | 4 |
| Raymond James Financial Services, Inc. | Pikeville, KY | Oct 2019 - Current | 4 |
| Raymond James Financial Services Advisors, Inc. | Pikeville, KY | Oct 2019 - Current | 4 |
| Legacy Financial, LLC | Pikeville, KY | Oct 2019 - Current | 4 |
| University Of Pikeville | Pikeville, KY | Sep 2011 - Current | 12 |
| Bank Of America, N.a. | Pikeville, KY | Apr 2011 - Oct 2019 | 8 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Pikeville, KY | Sep 2006 - Oct 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
- KY
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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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