Steven
Potter
Benjamin F. Edwards & Company, Inc
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About this Advisor
Steven Potter is a financial advisor based in Saint Louis, Missouri, working with Benjamin F. Edwards & Company, Inc. Steven has previously held positions at Stifel Nicolaus & Co Inc and Benjamin F Edwards & Co. Steven has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Steven is part of Benjamin F. Edwards & Company, Inc, which operates out of Saint Louis, Missouri. The firm has 89 offices and 711 employees. The firm manages assets totaling $13.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Benjamin F. Edwards & Company, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Benjamin F. Edwards & Company, Inc Brokerage Details
$13,158,414,504
711
44,978
$292,552
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
Steven Potter Work History
Benjamin F Edwards & Co
Stifel Nicolaus & Co Inc
Disclosures
Please visit the SEC profile of Steven Potter 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 Benjamin F. Edwards & Company, Inc
Melbourne, FL
Saint Louis, MO
Saint Louis, MO
Hamden, CT
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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