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MP

Michael Potter

TRUE WEALTH FINANCIAL GROUP LLC
The Villages, FL
Some features on this profile are disabled
CRD#: 6525231
MP

Professional summary

Michael Potter is a registered financial advisor currently at TRUE WEALTH FINANCIAL GROUP LLC located in The Villages, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
ComTech Telecommunications Corp; Investment Related: No; Address: 3 W. Garden St Pensacola, FL 32502; Nature of Business: CyberSecurity Training; Position: Programming Instructor; Relationship with Other Business: Employee; Start: 1/2025; Hour/Month: 160; Trading Hours: 4; Duties: Teaching CyberSecurity Military Members Computer Programming.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Potter'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®
None

Experience

Current

October 16, 2018 - Present

TRUE WEALTH FINANCIAL GROUP LLC

RIA
CRD#: 298597
The Villages, FL
Past

October 2, 2015 - December 27, 2016

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
OMAHA, NE
Past

August 19, 2015 - December 27, 2016

SECURITIES AMERICA, INC.

BD
CRD#: 10205
OMAHA, NE

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
Florida
(10/16/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/27/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/2015
General Securities Representative Examination

Current Firm

TW
TRUE WEALTH FINANCIAL GROUP LLC
TRUE WEALTH FINANCIAL GROUP LLC | TRUE WEALTH FINANCIAL GROUP LLC (D/B/A BABY STEP ADVISOR)

CRD#: 298597 / SEC#:

Florida
Registered Investment Advisory firm - (10/16/2018 Approved)
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Contact information

Main Address
Pensacola, FL
Mailing Address
Phone number
(850) 450-8977
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts76
AUM (Assets Under Management)$ 2,560,284

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.

Company Information

TRUE WEALTH FINANCIAL GROUP LLC

CRD#: 298597The Villages, FL

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