MARCUS ALAN POTEETE is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with SCHARF INVESTMENTS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SCHARF INVESTMENTS, LLC | 2024-05-22 | present | Yes |
| KESTRA ADVISORY SERVICES, LLC | 2023-07-10 | 2024-03-01 | — |
| CHARLES SCHWAB & CO., INC. | 2018-06-25 | 2023-06-20 | — |
| EDWARD D. JONES & CO., L.P. | 2016-04-22 | 2018-06-12 | — |