CC
Clinton G. Calhoun
POTENTIAL WEALTH MANAGEMENT LLC
Irving, TX
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CRD#: 6816137
CC
Professional summary
Clinton Gerald Calhoun is a registered financial advisor currently at POTENTIAL WEALTH MANAGEMENT LLC located in Irving, Texas.
Clinton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Clinton has worked at 1 firm and has passed the Series 65 exam.
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.
Potential Investments, Ltd. Co.; Not investment related; 2695 Villa Creek Dr Ste. B115, Farmers Branch, TX 75234; Personal real estate investments for firm's management persons; General Counsel; Start Date: 05/2009; 20 hrs/mo; 20 hrs/mo during trading hours; Tax planning, accounting, contracts and overseeing operations.
CRS (Client Relationship Summary) - RIA
Click below to view Clinton Gerald Calhoun'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®
NoneExperience
Current
August 28, 2017 - Present
POTENTIAL WEALTH MANAGEMENT LLC
RIA
CRD#: 288646
Irving, TX
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
Texas(8/28/2017)
Current Firm
PW
POTENTIAL WEALTH MANAGEMENT LLC
POTENTIAL WEALTH MANAGEMENT LLC
CRD#: 288646 / SEC#:
Texas
Registered Investment Advisory firm - (8/28/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Irving, TX
Mailing Address
Phone number
(214) 299-8563
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 3,622,952 |
Red Flags
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