Melissa Potter is a registered investment advisor, based in Boone, NC, with 1 years of industry experience.
Location
8970-1 NC Hwy 105 S, Boone, NC, 28607
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa is an insurance agent, dedicating about 10-20% of her time to this activity. She also owns a tree farm and works as a notary for Alcova Mortgage, and is an advisory rep of a RIA.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2024 - Present · 1 yr 8 mos
Cambridge Investment Research Advisors, INC.
November 2024 - Present · 1 yr 8 mos
Cambridge Investment Research, INC.
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Equitable Advisors, LLC
August 2024 - September 2024 · 1 mo
Equitable Advisors, LLCBroker
August 2024 - September 2024 · 1 mo
State Registrations4 states
FLNCTNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.