Best Investors Account Sign in

Alexander Potocsny

LPl Financial LLC

Fort Mill, SC

Branford, CT

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-07-14
CT RA APPROVED 2025-07-09
  • SC RA
    APPROVED
    Since 2025-07-14
  • CT RA
    APPROVED
    Since 2025-07-09

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Branford, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Madison CT 09/2017 04/2021
International Assets Advisory, Llc Cheshire CT 08/2021 06/2025
Cvs Guilford CT 09/2018 09/2019
Plymouth State University Plymouth NH 08/2015 06/2017
None Guilford CT 05/2021 07/2021
Lpl Financial Llc Fort Mill SC 06/2025 Present
  • 09/2017 → 04/2021
    Morgan Stanley
    Madison, CT
  • 08/2021 → 06/2025
    International Assets Advisory, Llc
    Cheshire, CT
  • 09/2018 → 09/2019
    Cvs
    Guilford, CT
  • 08/2015 → 06/2017
    Plymouth State University
    Plymouth, NH
  • 05/2021 → 07/2021
    None
    Guilford, CT
  • 06/2025 → Present
    Lpl Financial Llc
    Fort Mill, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-07
  • S66 Uniform Combined State Law Examination
    2022-03-07
Other Names
  • Alexander Mark Potocsny

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

More in Fort Mill, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor