Thayer
Potter
Prospera Financial Services, Inc
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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
Services Offered
Fee Structure
Office Location
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Prospera Financial Services, Inc Brokerage Details
$7,913,077,866
240
20,915
$378,345
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
Prospera Financial Services Inc
Wells Fargo Advisors Financial Network, LLC
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.
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