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Wes McCrimmon

Potomac Fund Management

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About Wes McCrimmon

Wes McCrimmon is a financial advisor with Potomac Fund Management, a firm based in Miami, Florida. Wes is a seasoned professional with a background in the financial services industry. Wes previously worked at LPL Financial LLC in Bozeman, Montana and has experience with a variety of clients, including individuals, corporations and investment companies. Wes has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Wes McCrimmon is currently registered with Potomac Fund Management. Potomac Fund Management is an investment advisor based in MIAMI, FL. The firm provides portfolio management for individuals, investment companies, and publishes periodicals. Potomac Fund Management manages $1.39 billion in assets for 2,289 clients.
Potomac Fund Management

777 BRICKELL AVE.

MIAMI, FL 33131

$1.39B

Assets Under Management

38

Total Clients

19

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Wes McCrimmon’s Registration & Firm History

FL

06/05/2024 - Present

Potomac Fund Management (MIAMI FL)

MT

06/13/2017 - 08/16/2019

LPL FINANCIAL LLC (BOZEMAN MT)

PA

04/29/2014 - 08/12/2015

FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)

IL

06/16/2010 - 04/23/2014

DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)

IL

07/31/2008 - 06/07/2010

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/29/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2010

Series 7 - General Securities Representative Examination

BC

Issued 07/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wes McCrimmon.
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