Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alexander Potts is a registered investment advisor representative. David is currently employed by Dimensional Fund Advisors LP and has been with the firm since August 2017. Prior to that, David worked at Dimensional Fund Advisors LP. David has been in the industry since February 19, 2018. David is registered in Texas and has passed the Series 66, Series 7, and SIE exams. David provides portfolio management services for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/30/2018 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 07/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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