Charles Roe, CFP
Potter Financial Group
Certified Financial Planner in Durham, NC
http://www.potterfinancialgroup.com
Address:1816 Front St Ste 220
Durham, NC 27705
About Charles Roe
Charles Roe is a financial professional at Potter Financial Group located in Durham, North Carolina. Charles Roe holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Charles Roe provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Charles Roe1816 Front St Ste 220
Durham, NC 27705
Phone Number:
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Website:
http://www.potterfinancialgroup.com
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