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Trenton Blair Potter

Kovack Advisors, Inc.

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About Trenton Blair Potter

Trenton Blair Potter is a financial advisor who has been in the industry since June 4, 2015. Trenton is currently registered as a registered representative and investment advisor representative with Kovack Advisors, Inc. Trenton holds the Series 66, SIE and Series 7 licenses. Trenton has previously worked at Summit Brokerage Services, Inc. and Office Depot. Trenton specializes in providing financial planning services, portfolio management for businesses and individuals, and selection of other advisors. Trenton is also affiliated with Legacy Financial Network, LLC and TPLC Management LLC.

Firm Information

Trenton Potter is currently registered with Kovack Advisors, Inc.. Kovack Advisors, Inc. is an investment advisor headquartered in FT. LAUDERDALE, FL. The firm manages $4.29 billion in assets for a variety of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, and pension and profit-sharing plans. Kovack Advisors provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm employs 229 licensed agents and 300 investment adviser representatives. The firm's SEC number is 801-63048.
Kovack Advisors, Inc.

6451 N. FEDERAL HWY

FT. LAUDERDALE, FL 33308

$4.29B

Assets Under Management

1,602

Total Clients

264

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Trenton Potter’s Registration & Firm History

FL

07/21/2016 - Present

Kovack Advisors, Inc. (FT. LAUDERDALE FL)

FL

06/02/2015 - 12/31/2015

SUMMIT BROKERAGE SERVICES, INC. (Margate FL)

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Licenses & Designations

BOTH

Issued 08/21/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Trenton Blair Potter.
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