Advisor at Pottle Financial Services, Inc
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Firm
Pottle Financial Services, Inc
Location
Pinehurst, NC 28374
Credentials
Series 65
Industry experience
8 years
Anna Pottle is a financial advisor at Pottle Financial Services, Inc. with 8 years of industry experience. She holds a Series 65 designation and has been with Pottle Financial Services since 2017. In addition to her advisory role, she serves as president of Bair Financial LLC, a consulting business providing financial modeling and analysis to small and mid-size privately held companies and non-profits. Pottle Financial Services manages approximately $59.7 million in discretionary assets for individuals, families, trusts, endowments, charitable organizations, pension and profit-sharing plans, and small businesses. The firm offers portfolio management and financial planning tailored to each client’s needs, combining fundamental and technical analysis with a value-at-purchase, growth-oriented investment philosophy.
$0 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.90% annually $2,000,000 - $2,999,999: 0.80% annually $3,000,000+: 0.70% annually
Fee-only: Fixed fee arrangements may be negotiated but will not exceed 1% of assets under management annually.
120 Applecross Rd.
Pinehurst, NC 28374
North Carolina · Texas
Pottle Financial Services Inc
2017 - Present (9 years)
Bair Financial LLC
2017 - Present (9 years)
Healthstat, Inc.
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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