The Potter Financial Group
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Associates

Charlie Potter, CLU®, ChFC®, RFC®, AEP®, CLTC

Chip Roe, CFP®, CRPC®,  CRPS®

Price French, RFC®, CLU®

Jackie McDowell

Stephenie Demaree

Sarah Fargis
About Us
  • Services
  • Our Associates
  • Our Location
  • Our Relationship Management Process
  • Benefits
  • MyBenefitsCount
  • Insurance
  • Investment
  • View Client Account
  • Useful Links
  • Our Affiliated Offices
  • PFG Announcements
  • Featured Links
  • Tell A Friend
Contact Us

The Potter Financial Group

1816 Front St Suite 220
Durham, NC 27705-2582

Phone: (919) 383-7421
Fax: (919) 383-6284

info @potterfinancialgroup.com
Map and Directions

 

Securities and Investment Advisory Services may be offered through NFP Securities, Inc. Member FINRA/SIPC.  

NFP Securities, Inc. is not affiliated with The Potter Financial Group.

 

Neither Benefit Services and Design nor Benefit Edge of the Carolinas are affiliated with NFP Securities, Inc. or The Potter Financial Group.

  

This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.