Chip  Roe,  CFP<sup>&reg;</sup> - Financial Advisor

Chip Roe, CFP®

The Potter Financial Group

1816 Front St, Ste 220
Durham, NC 27705-2595
(919) 383-7421

General

Chip Roe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Potter Financial Group in Durham, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, CRPS

Insurance Licenses

  • Life insurance: NC, KY, TX, FL, PA, VA
  • Health/disability insurance: NC, KY, TX, FL, PA, VA
  • Fixed annuities: NC, KY, TX, FL, PA, VA
  • Variable annuities: NC, KY, TX, FL, PA, VA

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Retirement, Long-term Care

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Helpful Financial Planning Resources