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Alyssa Ann Potter

MCF ADVISORS, LLC·COVINGTON, Kentucky
Unclaimed Profile
50 E. RIVERCENTER BLVD.,, COVINGTON, KY 41011CRD# 6788492Firm CRD# 130372
01

About

Alyssa Ann Potter is a registered financial advisor based in COVINGTON, Kentucky, affiliated with MCF ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MCF ADVISORS, LLC
MCF ADVISORS, LLC
AUM
$2.9B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at MCF ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6788492
Firm CRD# 130372
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alyssa Ann Potter offer?
Alyssa Ann Potter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Kentucky for a consultation.
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, working with MCF ADVISORS, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.
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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Other advisors in COVINGTON
Robin Minto Lang — JOURNEY ADVISORY GROUP, LLCTerrence Michael Veith — EGATEWAY CAPITAL, LLCDavid Lee Harris — MCF ADVISORS, LLCRobert Bruce Sathe — MCF ADVISORS, LLCMichael James Dutton — EGATEWAY CAPITAL, LLC
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideLEXINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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