About this Advisor
Clinton Potts is a financial advisor based out of Ann Arbor, Michigan, who has been in the financial industry for 10 years. Potts is currently employed by Spc. Throughout their career, Potts has worked at Sigma Financial Corporation and Sigma Planning Corporation. Potts holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama, Arizona, California, Colorado, Florida, Louisiana, Michigan, Missouri, Nebraska, Nevada, Ohio, Oklahoma, Texas, Virginia and Washington. Spc is a registered investment business that has its headquarters in Ann Arbor, Michigan. The investment advisory business has offices in 453 locations and a total of 628 advisors. It manages $7 billion in total assets among its 36,841 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 22 charitable organizations. Of its 36,841 client accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on the type of services offered. However, fee types billed by Spc can include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Clinton Potts Work History
Clinton has 10 years of experience.
Sigma Financial Corporation
Sigma Planning Corporation
Clinton Potts has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Spc
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Colorado Springs, CO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.