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Clarence Joe Potter

SYMMETRIC ADVISORS INC·MINNETONKA, Minnesota
Series 7, Series 24, Series 63Clean record12 years registeredSYMMETRIC ADVISORS INC
13911 RIDGEDALE DR, MINNETONKA, MN 55305CRD# 1304336Firm CRD# 110105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clarence Joe Potter · MINNETONKA, MN
Registration
CRD #1304336 · SYMMETRIC ADVISORS INC · 12 years registered
Brand Profile
Not yet started
01

Career History

SYMMETRIC ADVISORS INC
Jan 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · January 15, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SYMMETRIC ADVISORS INC
CRD 110105 · SEC 801-57947
AUM
$30M
Regulatory assets under management
Employees
1
288 client accounts
Services offered by SYMMETRIC ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SYMMETRIC ADVISORS INC →
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Frequently Asked Questions

What services does Clarence Joe Potter offer?
Clarence Joe Potter specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Clarence Joe Potter's credentials?
Clarence Joe Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clarence Joe Potter located?
Clarence Joe Potter is based in MINNETONKA, Minnesota, working with SYMMETRIC ADVISORS INC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Clarence Joe Potter charge for services?
Clarence Joe 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 SYMMETRIC ADVISORS INC?
SYMMETRIC ADVISORS INC has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SYMMETRIC ADVISORS INC

David John Thompson
MINNETONKA, MN
George Earl Jacques
MINNETONKA, MN

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