Potter Financial shifts from Kestra to Commonwealth
Hybrid manages $130 million in Durham, N.C.
The Potter Financial Group, a hybrid managing $130 million in Durham, N.C., has switched its affiliation from Kestra Financial to Commonwealth Financial Network.
Making the change are partners Charlie Potter, Chip Roe and Price French, and associate Jason Harmon.
Mr. Potter is an insurance professional. Mr. Roe began his financial career in 1992 at Ascent Financial and affiliated with Kestra in 1998. Mr. French, who began his career in 1993 at Pruco Securities, worked at several firms before affiliating with Kestra in 2011.
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