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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Potter is an investment advisor representative at B. Riley Wealth Advisors, Inc. John has been working in the financial industry since 2011 and has experience at PNC and National Asset Management. John holds a Series 65 license and is registered with the state of Pennsylvania. John’s firm is headquartered in Memphis, Tennessee and manages over $7 billion in assets for a variety of client types. John is committed to providing clients with personalized financial advice and guidance to help them achieve 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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PA
11/23/2020 - Present
B. Riley Wealth Advisors, Inc. (Sharon PA)
IA
Issued 11/21/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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