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Gary L. Potter

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Financial Planner in Brea, CA

Address:
145 S State College Blvd, Ste 300
Brea, CA 92821
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About Gary L. Potter

Gary Potter is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Brea, California. Gary Potter holds an industry securities registration subject to FINRA oversight having passed securities examinations including S5, S63, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Gary Potter provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Gary Potter
145 S State College Blvd, Ste 300
Brea, CA 92821

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Website:

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