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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kenneth Potok is a financial advisor with over 20 years of experience in the industry. Brian has worked at several firms, including VOYA FINANCIAL ADVISORS, INC., ASSETMARK BROKERAGE, LLC, and CAPITAL BROKERAGE CORPORATION. Currently, Brian is registered with Cetera Investment Advisers LLC. Brian specializes in providing financial advice to individuals, corporations, and charitable organizations. Brian is also a Chartered Financial Analyst (CFA). Brian is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (FAIRFIELD CT)
CT
02/20/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (FAIRFIELD CT)
CA
08/15/2014 - 11/16/2017
ASSETMARK BROKERAGE, LLC (CONCORD CA)
VA
12/03/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
04/01/2008 - 11/20/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
12/12/2007 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
CT
04/02/2004 - 12/06/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (STAMFORD CT)
CT
12/06/2000 - 03/25/2004
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
BC
Issued 11/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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