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Robert Phillip Potter is a financial_advisor professional located in Palermo, ME. They specialize in financial advisory. With over 21 years of experience, they bring deep expertise to every client.
Robert Phillip Potter - Mwa Financial Services Inc. holds an active professional license (FINRA CRD) for your protection.
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Robert Phillip Potter operates Mwa Financial Services Inc. in Palermo, Maine, bringing 21 years of experience to financial advisory services. The business holds a FINRA CRD license number 4826108, which governs securities-related advisory activities. With over two decades in the financial services industry, the firm provides guidance on investment and financial planning matters to clients in the region.
A FINRA CRD license indicates the advisor is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for securities brokers and dealers in the United States. This registration means the advisor has met baseline training and qualification requirements and operates under FINRA oversight and compliance rules. The CRD number allows clients to verify the advisor's registration status and disciplinary history through FINRA's public database, providing transparency about their credentials and regulatory standing in the financial services industry.