Austin Potter
Austin Potter is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3258 Clear Vista Court NE, Suite 2, Grand Rapids, MI, 49525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Austin is involved in several investment-related activities, including working with Stonebridge Financial Partners as a DBA for LPL business, and as an Investment Advisor Representative for NewEdge Advisors, LLC. He also sells non-variable insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
Plante Moran Financial Advisors
State Registrations10 states
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