Thayer
Potter

Prospera Financial Services, Inc

CRD#1439107
Investment Advisor
in Selinsgrove, PA

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About this Advisor

Thayer Potter is a financial advisor based in Selinsgrove, Pennsylvania, working with Prospera Financial Services, Inc. Thayer has previously held positions at Janney Montgomery Scott LLC, Wells Fargo Advisors Financial Network, LLC, and Prospera Financial Services Inc. Thayer has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Montana, New Jersey, and Pennsylvania. Currently, Thayer is part of Prospera Financial Services, Inc, which operates out of Selinsgrove, Pennsylvania. The firm has 105 offices and 240 employees. The firm manages assets totaling $7.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Prospera Financial Services, Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

28 North Market Street
Selinsgrove, PA 17870

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Prospera Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,913,077,866

PA Average: $3,042,739,679
Total Number of Employees

240

PA Average: 49
Total Number of Accounts

20,915

PA Average: 2,315
Average Account Size

$378,345

PA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Thayer Potter Work History

2022 - Present (2 years)

Prospera Financial Services Inc

2017 - 2022 (5 years)

Wells Fargo Advisors Financial Network, LLC

2012 - 2017 (5 years)

Janney Montgomery Scott LLC

Disclosures

Please visit the SEC profile of Thayer 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 Prospera Financial Services, Inc

Charles Evans
Dallas, TX
David Shafranek
Dallas, TX
Richard Fennema
Dallas, TX
Nikki Brooks
Dallas, TX
Ian Wilson
Cincinnati, OH
Jed Kutzen
Melrose, MA
Timothy Boyd
Harrisburg, PA
Nicholas Cipriano
Rancho Santa Fe, CA

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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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.

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