Unclaimed Profile

Alyssa Ann Potter

MCF ADVISORS, LLC·COVINGTON, Kentucky

Series 65Clean record5 years registeredMCF ADVISORS, LLC

50 E. RIVERCENTER BLVD.,, COVINGTON, KY 41011CRD# 6788492Firm CRD# 130372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alyssa Ann Potter · COVINGTON, KY

Registration

CRD #6788492 · MCF ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCF ADVISORS, LLC

MCF ADVISORS, LLC

Nov 2020 – May 2023

Lexington, KY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 13, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCF ADVISORS, LLC

CRD 130372 · SEC 801-62765

AUM

$2.9B

Regulatory assets under management

Employees

4,260 client accounts

Services offered by MCF ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCF ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Alyssa Ann Potter offer?

Alyssa Ann Potter specializes in Financial Planning, Investment Management, Wealth Management.

What are Alyssa Ann Potter's credentials?

Alyssa Ann Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alyssa Ann Potter located?

Alyssa Ann Potter is based in COVINGTON, Kentucky, last registered with MCF ADVISORS, LLC.

How does Alyssa Ann Potter charge for services?

Alyssa Ann Potter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCF ADVISORS, LLC?

MCF ADVISORS, LLC has approximately 34 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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