Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Joseph Potter is a financial advisor with over 9 years of experience in the industry. Brandon is registered with Eagle Strategies LLC and is currently registered in Arizona, California, Colorado, Oklahoma, and Texas. Brandon also holds Series 63, Series 65, Series 7, Series 9, and Series 10 licenses. Brandon has previously worked with Horace Mann Investors, Inc. and Fidelity Brokerage Services LLC. Brandon specializes in providing financial planning, portfolio management for individuals, pension consulting, and educational seminars. Brandon also provides financial services to individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and individuals other than high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
12/22/2023 - Present
Eagle Strategies LLC (FORT WORTH TX)
TX
06/03/2019 - 07/31/2019
HORACE MANN INVESTORS, INC. (Fort Worth TX)
TX
08/04/2014 - 05/17/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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