John
Potter
Matson Money, Inc
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About this Advisor
John Potter is a financial advisor based in Charlotte, North Carolina, working with Matson Money, Inc. John has previously held positions at Strategic Planning Corporation, The Potter Law Firm, and Integrity Advisory Solutions. John has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, John is part of Matson Money, Inc, which operates out of Charlotte, North Carolina. The firm has 1 office and 61 employees. The firm manages assets totaling $19.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, and educational seminars. The fee structure at Matson Money, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Matson Money, Inc Brokerage Details
$19,647,408,985
61
30,605
$641,967
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Potter Work History
Integrity Advisory Solutions
Strategic Planning Corporation
The Potter Law Firm
Disclosures
Please visit the SEC profile of John Potter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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