Thayer
Potter
Prospera Financial Services, Inc
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About this Advisor
Thayer Potter is a certified financial planner and chartered financial analyst who works in Selinsgrove, Pennsylvania with 1 year of industry experience. Potter is on the advisory team at Prospera Financial Services, Inc. Potter has gained experience at Janney Montgomery Scott LLC, Wells Fargo Advisors Financial Network, LLC and Prospera Financial Services Inc. Potter has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Montana, New Jersey and Pennsylvania. Prospera Financial Services, Inc is a financial advisory company that has its headquarters in Dallas, TX. The firm has offices in 105 locations and a total of 242 financial advisors. It manages $6 billion in total assets between its 18,852 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 76 charitable organizations. Of its 18,852 accounts, 34% belong to high-net-worth clients who have more than $1 million in investable assets. Prospera Financial Services, Inc has a number of services, such as 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. Fees for financial advisory services usually depend on the financial services offered. However, fee types charged by Prospera Financial Services, Inc likely consist of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prospera Financial Services, Inc Brokerage Details
$5,921,456,412
242
18,852
$314,102
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
Thayer has been registered as a financial advisor for 1 years.*
Prospera Financial Services Inc
Wells Fargo Advisors Financial Network, LLC
Janney Montgomery Scott LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Colchester, CT
Dallas, TX
Macon, GA
Dallas, TX
Clarkston, MI
Dallas, TX
Lafayette, LA
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
