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Our Firm

Potomac Investments, Inc. is an SEC registered Investment Adviser and was established in Seattle in 1988. The firm provides financial advisory and investment management services to families, trusts, businesses, charities and other non-profit organizations throughout the country. Our mission is to provide our clients with clear and objective financial recommendations, implemented with the highest levels of service, and delivered in a conflict-free environment.

The firm is headquartered in downtown Seattle, Washington and has offices in Washington, DC as well as Portland, Maine.

Securities offered through First Allied Securities, Inc. Member FINRA / SIPC. Investment advisory services offered through Potomac Investments, Inc. Advisory accounts may be held away and execute trades away from First Allied Securities, Inc. Potomac Investments, Inc. is a Registered Investment Advisor and is not affiliated with First Allied Securities, Inc.

First Allied Securities, Inc. is an FINRA registered securities broker-dealer and SEC Registered Investment Advisor registered in all 50 states. This website is published in the United States for residents of the United States. First Allied Securities, Inc. is a member of the Securities Investor Protection Corporation (SIPC).

First Allied Securities' professionals may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local First Allied Securities, Inc. office for information and availability. Products and services mentioned in this website may not be available in all states. To request information, contact your First Allied Securities, Inc. investment professional. First Allied Securities, Inc. is not soliciting business in any state or international jurisdictions where it is not registered. No statement within the website should be construed as a recommendation to buy or sell a security or to provide investment advice.

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