Clarence J. Potter

SYMMETRIC ADVISORS

Minnetonka, MN 55305

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CRD#: 1304336

Professional summary

Clarence Joe Potter JR, CFP®, who also goes by Clancy Potter, is a registered financial advisor currently at SYMMETRIC ADVISORS INC located in Minnetonka, Minnesota.

Clarence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Clarence has worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clancy Potter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BUSINESS: TAX PRACTICE BUSINESS IS NOT INVESTMENT-RELATED ADDRESS: 1346 Portland Ave St. Paul, MN 55104 NATURE OF BUSINESS: INDIVIDUAL TAX RETURN PREPARATION AS A SOLE PROPRIETOR STARTED: 09/1982 HOURS/MONTH: APPROX 80 HRS/MO DURING MARCH AND APRIL

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clarence Joe Potter JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 15, 2014 - Present

SYMMETRIC ADVISORS INC

Office #1: 13911 Ridgedale Dr Suite 250, Minnetonka, MN 55305

RIA

CRD#: 110105

Minnetonka, MN

Past

October 13, 1993 - December 31, 2002

SYMMETRIC INVESTMENTS, INC.

CRD#: 31195

MINNETONKA, MN

Past

July 2, 1987 - October 8, 1993

AAM SECURITIES, INC.

CRD#: 15383

Past

September 24, 1984 - July 11, 1987

JOHN G. KINNARD AND COMPANY, INCORPORATED

CRD#: 466

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/15/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/22/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/15/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/27/1995

General Securities Principal Examination

Current Firm

SYMMETRIC ADVISORS INC

CRD#: 110105 / SEC#: 801-57947

RIA

Registered Investment Advisory firm - (6/28/2012 Terminated)

Minnesota

Registered Investment Advisory firm - (6/20/2012 Approved)

Oregon

Registered Investment Advisory firm - (12/31/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

13911 Ridgedale Dr Suite 250, Minnetonka, MN 55305

Mailing Address

Phone number

(952) 541-1605

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	83
AUM (Assets Under Management)	$ 20,199,234

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Clarence J. Potter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clarence Joe Potter JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYMMETRIC ADVISORS INC

SYMMETRIC INVESTMENTS, INC.

AAM SECURITIES, INC.

JOHN G. KINNARD AND COMPANY, INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 11/22/1982

Series 7

Date: 9/15/1984

Series 24

Date: 10/27/1995

Current Firm

SYMMETRIC ADVISORS INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SYMMETRIC ADVISORS INC

TRUST BUT VERIFY

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