Financial ADVSR advisor directory · SEC adviser records
Xpotential Inc. financial advisors in New Jersey
Every SEC-registered investment adviser representative at a Xpotential Inc. office in New Jersey, by city and A to Z.
3 registered advisors work at Xpotential Inc. in New Jersey, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Short Hills (2). 0 list the CFP designation and 0 are also registered broker representatives.
Xpotential Inc. advisors by city in New Jersey
Every firm in New Jersey →Xpotential Inc. advisors in New Jersey, A to Z
Search by name →- James LovasNew Providence
- Daniel J. O'DonnellShort Hills · Chartered Financial Analyst
- Vincent J. SchottShort Hills
Xpotential Inc. advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Xpotential Inc. financial advisors are in New Jersey?
3 investment adviser representatives are registered at Xpotential Inc. offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in New Jersey does Xpotential Inc. have the most advisors?
Short Hills, with 2, then New Providence (1). Xpotential Inc. has advisors in 2 cities in New Jersey.
How do I check a Xpotential Inc. advisor in New Jersey?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Xpotential Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.