Chip Roe Location
Durham, NC, US
Chip Roe Work
- 2026 - now Advisor and Shareholder at BFG Financial Advisors @ BFG Financial Advisors
- 1995 - now CERTIFIED FINANCIAL PLANNER @ The Potter Financial Group Inc.
- 2018 - now Investment Adviser Representative @ Commonwealth Financial Network
- 2008 - 2018 Member @ Fusion Advisor Network
- 1998 - 2018 Investment Adviser Representative @ Kestra Investment Services, LLC
Chip Roe Education
- Western Carolina University
Bachelor of Science in Business Administration (B.S.B.A.) (Finance, General)
Chip Roe Summary
Chip Roe, based in Durham, NC, US, is currently a CERTIFIED FINANCIAL PLANNER at The Potter Financial Group Inc.. Chip Roe brings experience from previous roles at BFG Financial Advisors, Commonwealth Financial Network, Fusion Advisor Network and Kestra Investment Services, LLC. Chip Roe holds a Bachelor of Science in Business Administration (B.S.B.A.) in Finance, General @ Western Carolina University. Chip Roe has 3 emails on RocketReach.
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Chip Roe
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