CP
Carey Pott
from 15 Equity
Carey Pott is a financial advisor based in California, Santa Barbara,
with 18 years of experience. Carey currently works for
15 Equity.
Carey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Carey Pott works at 15 Equity
15 Equity is a financial advisory firm based in Santa Barbara, California. It currently has approximately $76,505,833 of assets under management and employs about 3 people. 15 Equity uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
10 East Yanonali Street, Suite 109, Santa Barbara, California, 93101
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