Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Percy? Claim Your ProfilePercy James Potts is an investment advisor representative with Allstate Financial Advisors, LLC. Percy is registered with the state of Ohio. Percy has been in the industry since October 24, 2013. Prior to joining Allstate Financial Advisors, LLC, Percy was associated with Pruco Securities, LLC. and Nationwide Securities, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
NE
05/26/2022 - Present
Allstate Financial Advisors, LLC (Lincoln NE)
OH
03/05/2019 - 05/24/2022
PRUCO SECURITIES, LLC. (Mayfield Heights OH)
OH
10/21/2013 - 02/28/2019
NATIONWIDE SECURITIES, LLC (EAST LIVERPOOL OH)
BC
Issued 04/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Percy Potts is the right advisor for you? Invested Better is here to help.
