Alexandra
Potts
Osaic Institutions, Inc
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About this Advisor
Alexandra Potts is a financial advisor based in Butler, Pennsylvania, working with Osaic Institutions, Inc. Alexandra has previously held positions at First Niagara Bank, Key Investment Services LLC, Keybank, Key Investment Services, Infinex Investments, Inc, First Commonwealth Bank, and Lpl Financial LLC. Alexandra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Alexandra is part of Osaic Institutions, Inc, which operates out of Butler, Pennsylvania. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 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, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Alexandra Potts Work History
Infinex Investments, Inc
First Commonwealth Bank
Key Investment Services
Keybank
Key Investment Services LLC
Keybank
Lpl Financial LLC
First Niagara Bank
Disclosures
Please visit the SEC profile of Alexandra Potts 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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