Helping You Understand Today's Financial Environment
With over $50,000,000 in brokerage assets and advisor assets under management, (as of December 2020) and forty years experience, Larry Potomac takes pride in keeping his business transparent and his clients informed. He graduated from Stanford University and holds an MBA and JD from Cornell. Larry began his career as a CPA with what is now known as KPMG Peat Marwick before serving as Chief Financial Officer for a Swiss-owned manufacturing company in San Diego. In 1980, Larry passed his Series 7 and Series 24 exams which are currently held with LPL Financial.
Feel free to ask him any questions about investments, insurance, or tax strategies; a brief introductory meeting is always complimentary. Larry looks forward to your call! (619) 563-0306.
Larry Potomac is a Registered Representative with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC
California Insurance License #0612548
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, HI, IL, LA, MO, NC, NJ, NV, NY, OR, PA, RI, SD, TX, WA, WI, WY
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Estimate how much life insurance coverage may be appropriate for your situation.
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