Potter Financial shifts from Kestra to Commonwealth

Potter Financial shifts from Kestra to Commonwealth
Hybrid manages $130 million in Durham, N.C.
JUN 20, 2018

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.

Latest News

Crypto has arrived in the brokerage account but what does it mean for advisors?
Crypto has arrived in the brokerage account but what does it mean for advisors?

Prometheum's Aaron Kaplan on why clearing ETH inside a US brokerage account changes the conversation and what still needs to happen before adoption scales.

Technology Is Moving Fast. Adoption Shouldn’t Be Rushed
Technology Is Moving Fast. Adoption Shouldn’t Be Rushed

The tools are evolving rapidly, but in wealth management, the real challenge isn’t access. It’s integration, security, and discipline.

Lawyer exits case of former JPMorgan Chase banker whose sexual assault claims went viral
Lawyer exits case of former JPMorgan Chase banker whose sexual assault claims went viral

Chirayu Rana’s lawsuit has garnered massive attention on Wall Street.

Schwab advisor arrested for domestic violence charges
Schwab advisor arrested for domestic violence charges

Terrance L. Hayes was arrested April 20 and charged with two felonies.

Most Americans are at risk of outliving their retirement savings
Most Americans are at risk of outliving their retirement savings

People are living longer, but new research warns that many may outlive their savings.

SPONSORED When Growth Outruns the System

According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality

SPONSORED Why strategy matters more than performance

In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.