Richard
Paul
Potomac Advisors, Inc
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About this Advisor
Richard Paul is a financial advisor operating in Lakewood Ranch, Florida with a total of 17 years of relevant experience. Paul is on the advisory team at Potomac Advisors, Inc. They have been with Potomac Advisors, Inc for their whole career. Paul holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Potomac Advisors, Inc is a financial advisory business operating in Lakewood Ranch, Florida. It handles $15 million in total assets among its 24 accounts, placing it among the smaller firms in the country by assets under management. Of its 24 client accounts, 21% are associated with high-net-worth clients who have at least $1 million in assets. Potomac Advisors, Inc performs a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, market timing services and other services. Fees for financial advice usually vary depending on the type of financial services. However, fees charged by Potomac Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Potomac Advisors, Inc Brokerage Details
$14,849,327
3
24
$618,722
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Market timing services
- Other
Richard Paul Work History
Richard has been registered as a financial advisor for 17 years.*
Potomac Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Paul 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 Potomac Advisors, Inc
Los Angeles, CA
Lakewood Ranch, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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