Craig
Pine
Potentia Wealth
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About this Advisor
Craig Pine is a financial advisor based in San Jose, California, working with Potentia Wealth. Craig has previously held positions at Lpl Financial, LLC, Potentia Ria, LLC, and Mariner Independent Advisor Network, LLC. Craig has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, and Washington. Currently, Craig is part of Potentia Wealth, which operates out of San Jose, California. The firm has 14 employees and manages assets totaling $309.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Potentia Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Potentia Wealth Brokerage Details
$309,930,534
14
859
$360,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Craig Pine Work History
Potentia Ria, LLC
Mariner Independent Advisor Network, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Craig Pine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Potentia Wealth
San Jose, CA
San Jose, CA
San Jose, CA
San Jose, CA
San Jose, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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