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Nikita Alexandrovich Potapov filin

Fluent Financial, LLC

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About Nikita Alexandrovich Potapov filin

Nikita Alexandrovich Potapov Filin is a financial advisor with Fluent Financial, LLC in Dallas, TX. Nikita Alexandrovich Potapov Filin has been in the industry since 2022 and has a Series 66, Series 7TO, and SIE license. Fluent Financial, LLC specializes in providing investment advice, financial planning, and investment management to its clients. Nikita Alexandrovich Potapov Filin works as an Assistant Portfolio Manager, executing trades and conducting market research for the firm.

Firm Information

Nikita Potapov filin is currently registered with Fluent Financial, LLC. Fluent Financial, LLC is a registered investment advisor based in Dallas, Texas. The firm provides a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Fluent Financial has approximately $287.8 million in regulatory assets under management, serving a client base that includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They have a team of 5 investment advisor representatives and 2 licensed agents. Fluent Financial also participates in wrap fee programs.
Fluent Financial, LLC

14800 LANDMARK BLVD.

DALLAS, TX 75254

$287.80M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nikita Potapov filin’s Registration & Firm History

TX

03/18/2024 - Present

Fluent Financial, LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 05/09/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nikita Alexandrovich Potapov filin.
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