JAMES D POTTER is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2011-07-05 | present | Yes |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2007-03-27 | 2011-07-05 | — |
| CUNA BROKERAGE SERVICES, INC. | 2006-02-13 | 2007-03-19 | — |