Linwood
Reynolds

Potomac Fund Management

CRD#6918749
Investment Advisor
in Salem, VA

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About this Advisor

Linwood Reynolds is a financial advisor based in Salem, Virginia, working with Potomac Fund Management. Linwood has previously held positions at Titan America, Action Personel, Aerotek, United Parcel Service, Colonial Life, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Full-Time Student, Securities America, Inc, Securities America Advisors, Dpl, The Leaders Group Inc, and Potomac Fund Management, Inc. Linwood has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Linwood is part of Potomac Fund Management, which operates out of Salem, Virginia. The firm has 24 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and publication of newsletters. The fee structure at Potomac Fund Management includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

Salem, VA

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Potomac Fund Management Brokerage Details

Total Assets Under Management

$1,393,170,206

VA Average: $1,855,561,029
Total Number of Employees

24

VA Average: 62
Total Number of Accounts

2,289

VA Average: 2,474
Average Account Size

$608,637

VA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters

Linwood Reynolds Work History

2024 - Present (0 year)

Potomac Fund Management, Inc

2022 - Present (2 years)

Dpl

2022 - Present (2 years)

The Leaders Group Inc

2021 - 2022 (1 year)

Securities America, Inc

2021 - 2022 (1 year)

Securities America Advisors

2018 - 2021 (3 years)

Mutual Of Omaha Insurance Company

2018 - 2021 (3 years)

Mutual Of Omaha Investor Services

2017 - 2021 (4 years)

Colonial Life

2016 - 2016 (< 1 year)

Aerotek

2016 - 2017 (1 year)

United Parcel Service

2016 - 2017 (1 year)

Full-Time Student

2015 - 2015 (< 1 year)

Action Personel

2015 - 2016 (1 year)

United Parcel Service

2015 - 2016 (1 year)

Full-Time Student

2014 - 2014 (< 1 year)

Titan America

2014 - 2015 (1 year)

Full-Time Student

Disclosures

Please visit the SEC profile of Linwood Reynolds 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 Potomac Fund Management

Wes Mccrimmon
Miami, FL
Jonathon Lovingood
Miami, FL
Linwood Reynolds
Salem, VA
Michael Rogers
Texarkana, TX
Kolby White
Henrico, VA
Jonathan Fecko
Miami, FL
Jon Ferraiolo
Miami, FL
Emilio Estrada
Miami, FL

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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