EP
Erik Potts
from Summit Wealth Group LLC
Erik Potts is a financial advisor based in Vermont, White River Junction,
with 22 years of experience. Erik currently works for
Summit Wealth Group LLC.
Erik 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Erik Potts works at Summit Wealth Group LLC
Summit Wealth Group LLC is a financial advisory firm based in White River Junction, Vermont. It currently has approximately $499,675,083 of assets under management and employs about 11 people. Summit Wealth Group LLC 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
19 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
205 Billings Farm Road, Suite 2a, White River Junction, Vermont, 5001
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting