Francis White
Advisor at Potomac
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Francis White is a financial advisor at Potomac with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Helios Quantitative Research and Calamos Advisors. Outside of finance, he has been involved with White Alligator Designs, a business active for eight years. Potomac provides discretionary portfolio management and model-portfolio services to a diverse client base, including individual investors, pensions, trusts, and corporations. The firm employs a tactical asset allocation approach supported by proprietary risk-scoring tools and frequently uses affiliated mutual funds to implement strategies.
Fee options
$0 - $100,000: 0.40% $100,000 - $500,000: 0.32% $500,000 - $1,000,000: 0.28% $1,000,000+: 0.20%
Account minimum: $20,000
Location
Brentwood, TN
Most active in
Francis W has reported serving >5 clients in these states in the last 12 months.
Maryland · Tennessee
Work history
Paralel Distributors LLC
2026 - Present (1 year)
Potomac Fund Management, Inc.
2025 - Present (1 year)
The Pacific Financial Group, Inc.
2024 - 2025 (1 year)
FPW Consulting, SP
2024 - 2024 (1 year)
Helios Quantitative Research
2017 - 2023 (6 years)
White Alligator Designs
2016 - 2024 (8 years)
Calamos Advisors LLC
2014 - 2016 (2 years)
Calamos Financial Services LLC
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
William A
Series 66
Nashville, TN
Center Hill Wealth, LLC
Angelo R
Series 63, Series 65
Mount Juliet, TN
Roman Wealth Management, LLC
Joel B
Series 66
Franklin, TN
Joel Busboom Financial, LLC
William J
Series 66
Nashville, TN
Boulevard Money
Tyler B
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
Peter S
CFP®, Series 63, Series 65
Franklin, TN
Quantitative Solutions, LLC
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