ROGER ALLAN POTTER is an investment adviser representative (IAR) with state registration records since 2002, appearing at 2 firms. Currently registered with BALANCED WEALTH GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BALANCED WEALTH GROUP LLC | 2023-11-02 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2015-07-08 | 2023-11-08 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2002-09-12 | 2012-03-13 | — |