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Donald Joseph Potter

SIGMA FINANCIAL SERVICES INC·ROANOKE, Virginia
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2766 ELECTRIC ROAD, ROANOKE, VA 24018CRD# 366374Firm CRD# 108099
01

About

Donald Joseph Potter is a registered financial advisor based in ROANOKE, Virginia, affiliated with SIGMA FINANCIAL SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
SIGMA FINANCIAL SERVICES INC
SIGMA FINANCIAL SERVICES INC
AUM
$197M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SIGMA FINANCIAL SERVICES INC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 366374
Firm CRD# 108099
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Joseph Potter offer?
Donald Joseph Potter specializes in Investment Management, Wealth Management. Contact their office in ROANOKE, Virginia for a consultation.
What are Donald Joseph Potter's credentials?
Donald Joseph Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Joseph Potter located?
Donald Joseph Potter is based in ROANOKE, Virginia, working with SIGMA FINANCIAL SERVICES INC. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.
How does Donald Joseph Potter charge for services?
Donald Joseph Potter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIGMA FINANCIAL SERVICES INC?
SIGMA FINANCIAL SERVICES INC has approximately 3 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROANOKE
Elizabeth N Harrison — HARRISON & COMPANY WEALTH MANAGEMENT, LLCBenjamin Joseph Peress — DIXON, HUBARD, FEINOUR & BROWN, INC.Mauree Lynette Barrett — DIXON, HUBARD, FEINOUR & BROWN, INC.Richard Stephen Laymon — BEACON WEALTH CONSULTANTS, INC.Bruce Hubbard Harrison — HARRISON & COMPANY WEALTH MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
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