Unclaimed Profile

Paul Poteet

SURGE CAPITAL LLC·ST. GEORGE, Utah

SURGE CAPITAL LLC

94 S MALL DR., STE 202, ST. GEORGE, UT 84790CRD# 7844189Firm CRD# 328397

Profile Verification

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

Identity

Paul Poteet · ST. GEORGE, UT

Registration

CRD #7844189 · SURGE CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Disclosure history pending

About

Paul Poteet is a registered financial advisor based in ST. GEORGE, Utah, affiliated with SURGE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

SURGE CAPITAL LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 7844189

Firm CRD# 328397

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Poteet offer?

Paul Poteet is a registered financial advisor in ST. GEORGE, Utah. Contact their office for details on services offered.

What are Paul Poteet's credentials?

Paul Poteet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Poteet located?

Paul Poteet is based in ST. GEORGE, Utah, working with SURGE CAPITAL LLC. Their office serves clients in the ST. GEORGE metropolitan area and surrounding communities.

How large is SURGE CAPITAL LLC?

SURGE CAPITAL LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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