Erik
Potts
Summit Wealth Group LLC
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About this Advisor
Erik Potts is a financial advisor based in Exeter, New Hampshire, working with Summit Wealth Group LLC. Erik has previously held positions at New England Securities, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Panorama Wealth Strategies, LLC, Summit Wealth Group LLC, and Purshe Kaplan Sterling Investments. Erik has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Hampshire and Vermont. Currently, Erik is part of Summit Wealth Group LLC, which operates out of Exeter, New Hampshire. The firm has 1 office and 10 employees. The firm manages assets totaling $516.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Summit Wealth Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Wealth Group LLC Brokerage Details
$516,062,243
10
1,137
$453,881
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Erik Potts Work History
Summit Wealth Group LLC
Purshe Kaplan Sterling Investments
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Panorama Wealth Strategies, LLC
New England Securities
Disclosures
Please visit the SEC profile of Erik Potts 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 Summit Wealth Group LLC
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
White River Junction, VT
Exeter, NH
White River Junction, VT
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