AP
AP

Alexandra Potts

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
546 advisors
Number of Clients
7,211 clients
Average Client Portfolio
$558K average
Assets Under Management
$4.0B

Fee Structure

Loading...

Location

520 Butler Crossing, Butler, PA, 16001

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Alexandra works at First Commonwealth Bank since January 2022, dedicating about a quarter of her time to this investment-related activity.

Employment History
Current Registrations
Osaic Institutions, INC.
January 2023 - Present · 3 yrs 1 mo
Osaic Institutions, INC.Broker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Key Investment Services LLCBroker
September 2016 - January 2022 · 5 yrs 4 mos
LPL Financial LLCBroker
June 2016 - September 2016 · 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexandra Potts - Financial Advisor | TrueAdvisor