Joel Daniel Potts
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Joel Daniel Potts? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCSep 2026 to now
- Cetera Wealth Services, LLCJan 2026 to now
- Pathway Financial GroupJan 2026 to now
- Hamilton Capital, LLCAug 2023 to Dec 2025
- UnemployedMay 2023 to Jul 2023
- Summit Financial StrategiesJan 2023 to Apr 2023
- Master's Advisors Inc.Jul 2022 to Aug 2022
- Fillmore Container Inc.May 2022 to Jul 2022
- The Ohio State UniversityAug 2019 to Apr 2023
- Horst AuctioneersJun 2019 to May 2022
- Ephrata High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7593332
- Firm CRD
- 105644