Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Potter is a financial advisor with Heirloom Wealth Management LLC. Robert has been in the financial industry since 1983 and has experience in both securities and investment advisory services. Robert holds the Series 6 and Series 63 licenses and is a Certified Financial Planner. Robert has previously worked at American Classic Securities, Inc. and First American National Securities, Inc. Robert is registered in Colorado and Texas as an investment advisor representative.
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.
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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CO
11/02/2022 - Present
Heirloom Wealth Management LLC (GREENWOOD VILLAGE CO)
FL
05/04/1992 - 12/09/1996
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
GA
06/30/1983 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 06/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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