The Potter Financial Group
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Associates

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

Chip Roe, CFP®, CRPC®,  CRPS®

Jackie McDowell

Loré  Chilausky, CLTC

Suzette Key, CEBS, CMS, GBA, MHP, HIA®

Tonya Averette

Scott McCaffrey, AAMS®

John Curry, CLU®,  FLMI®

Stephenie Demaree
About Us
  • Services
  • Our Associates
  • Our Location
  • Our Relationship Management Process
  • Benefits
  • MyBenefitsCount
  • Insurance
  • Investment
  • View Client Account
  • Useful Links
  • Featured Links
  • Tell A Friend
Contact Us

1816 Front St Suite 220
Durham, NC 27705-2582

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

info @potterfinancialgroup.com
Map and Directions

 

 

 

Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC.  

Securities and Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor.

NFP Securities, Inc. is not affiliated with 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.