Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Luther Potts is a financial professional with over 46 years of experience in the industry. John is a Registered Representative and Investment Advisor Representative, registered with Osaic Wealth, Inc. in Colorado and Texas. John specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. John holds a Series 1, 7, 63 and SIE securities license. John is also a Certified Financial Planner. John has previously worked with SagePoint Financial, Inc., Berthel, Fisher & Company Financial Services, Inc., VSR Financial Services, Inc., Hornor, Townsend & Kent, Inc., Cadaret, Grant & Co., Inc., EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, APS Financial Corporation, Lowry Financial Services Corporation and Equico Securities, Inc..
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.
1
2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (ALLEN TX)
TX
10/04/2012 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MIDLOTHIAN TX)
TX
01/10/2007 - 10/04/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PLANO TX)
TX
07/22/2004 - 12/31/2006
VSR FINANCIAL SERVICES, INC. (DALLAS TX)
PA
09/15/1999 - 07/26/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
05/04/1999 - 10/25/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
01/11/1990 - 04/23/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/06/1977 - 04/23/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
TX
11/09/1987 - 01/02/1990
APS FINANCIAL CORPORATION (AUSTIN TX)
NA
09/16/1986 - 11/19/1987
LOWRY FINANCIAL SERVICES CORPORATION
NA
10/20/1980 - 10/17/1986
EQUICO SECURITIES, INC.
NA
11/22/1982 - 09/20/1983
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 12/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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