Percy James Potts
Investment Adviser Representative at Allstate Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Percy James Potts is an investment adviser representative with Allstate Financial Advisors, LLC in Strongville, OH, where they have been registered since 2022. They have worked in the securities industry since 2013 and were previously registered with Prudential Financial Planning Services. They have passed 4 industry qualification exams, including the Series 63 (state securities agent), Series 6 (investment company and variable products), and Series 26 (investment company and variable products principal). They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
1 state or territory
Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nationwide Securities, LLCApr 2013 – Feb 2019Columbus, OH
- Varner Insurance IncJan 2011 – Apr 2018Hartville, OH
- NationwideJan 2011 – Feb 2019Hartville, OH
- Prudential Insurance Company of AmericaMar 2019 – May 2022Mayfield Heights, OH
- Pruco Securities, LLC.Mar 2019 – May 2022Mayfield Heights, OH
- Allstate Insurance CoMay 2022 – no end date reportedNorthbrook, IL
- Allstate Financial Services, LLCMay 2022 – no end date reportedLincoln, NE
- Allstate Financial Advisors, LLCMay 2022 – no end date reportedLincoln, NE
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Allstate Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 332
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Lincoln, NE
- SEC file number:
- 801-68510
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at Allstate Financial Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Percy James Potts has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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