Matt Potter Email & Phone Number | I am an Agency Supervisory Officer with WestPoint Financial Group. I help ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business. I am licensed to sell securities in: CA, IN, KY, and OH. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 900 East 96th Street, Suite 300, Indianapolis, IN 46240. (317) 469-9999

Matt Potter

I am an Agency Supervisory Officer with WestPoint Financial Group. I help ensure our financial profe...
Cincinnati, Ohio, United States

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Matt Potter’s Email mpotter@westpointfinancialgroup.com

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Matt Potter’s Location Cincinnati, Ohio, United States

Matt Potter’s Current Industry Westpoint Financial

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Work Experience

Westpoint Financial

Agency Supervisory Officer

2017-09-01 00:00:00 - Present

Wells Fargo Advisors

Operations Liaison

2016-04-01 00:00:00 - 2017-09-01 00:00:00

Massmutual

Agency Supervisory Officer

2008-12-01 00:00:00 - 2016-04-01 00:00:00

Axa Advisors

Branch Controls Manager

2008-01-01 00:00:00 - 2008-07-01 00:00:00

Strouse Wealth Advisors

Associate Wealth Advisor

2007-05-01 00:00:00 - 2008-01-01 00:00:00

Davisbays And Associates

Agent/Financial-Services Manager

2001-08-01 00:00:00 - 2003-11-01 00:00:00

3 Oclock Charlie

Musician

1992-03-01 00:00:00 - 2002-01-01 00:00:00

Chicago Mercantile Exchange

Scalper

1999-10-01 00:00:00 - 2000-08-01 00:00:00

Em Sabel Clu And Associates

Brokerage Manager

1997-06-01 00:00:00 - 1999-10-01 00:00:00

Acordia Business Benefits Of Evansville

Business Systems Specialist

1995-11-01 00:00:00 - 1997-10-01 00:00:00

Skills

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Languages

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FAQ About Matt Potter

Matt Potter is located at
Cincinnati, Ohio, United States

Matt Potter is a I am an Agency Supervisory Officer with WestPoint Financial Group. I help ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business. I am licensed to sell securities in: CA, IN, KY, and OH. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 900 East 96th Street, Suite 300, Indianapolis, IN 46240. (317) 469-9999

Matt Potter currently works in the Westpoint Financial |

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Matt Potter has prior
experience in the following industries:
Wells Fargo Advisors | Massmutual | Axa Advisors | Strouse Wealth Advisors | Davisbays And Associates | 3 Oclock Charlie | Chicago Mercantile Exchange | Em Sabel Clu And Associates | Acordia Business Benefits Of Evansville

Matt Potter has the following professional experience:
Westpoint Financial | Wells Fargo Advisors | Massmutual | Axa Advisors | Strouse Wealth Advisors | Davisbays And Associates | 3 Oclock Charlie | Chicago Mercantile Exchange | Em Sabel Clu And Associates | Acordia Business Benefits Of Evansville