Gene Alan Potes is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-09-17 | present | Yes |
| PREMIER WEALTH PARTNERS, LLC | 2019-07-26 | 2025-10-16 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-04-15 | 2016-05-18 | — |