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Kristen Marie Potter

PALLADIUM PARTNERS, LLC·NORFOLK, Virginia
Unclaimed Profile
999 WATERSIDE DRIVE, NORFOLK, VA 23510-3320CRD# 6036088Firm CRD# 145076
01

About

Kristen Marie Potter is a registered financial advisor based in NORFOLK, Virginia, affiliated with PALLADIUM PARTNERS, 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
Nonprofits & Foundations
03

Firm Overview

Firm
PALLADIUM PARTNERS, LLC
PALLADIUM REGISTERED INVESTMENT ADVISORS
AUM
$3.4B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at PALLADIUM PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6036088
Firm CRD# 145076
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristen Marie Potter offer?
Kristen Marie Potter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORFOLK, Virginia for a consultation.
What are Kristen Marie Potter's credentials?
Kristen Marie Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristen Marie Potter located?
Kristen Marie Potter is based in NORFOLK, Virginia, working with PALLADIUM PARTNERS, LLC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.
How does Kristen Marie Potter charge for services?
Kristen Marie 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 PALLADIUM PARTNERS, LLC?
PALLADIUM PARTNERS, LLC has approximately 31 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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