RP
RP

Reed Potter

28 Years of Experience
Pikeville, KY
Broker

Reed Potter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pikeville, KY, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3822 N. Mayo Trail, Pikeville, KY, 41501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2019 - Present · 6 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - October 2019 · 13 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - October 2019 · 13 yrs 1 mo
Morgan Stanley
November 1999 - September 2006 · 6 yrs 10 mos
Morgan Stanley Dw INC.Broker
September 1997 - September 2006 · 9 yrs
State Registrations15 states
CAFLGAILINKYMINCOHOKSCTNTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.