Raleigh, NC Plaza Place Office

Jeremy Potts is a financial advisor with LPL Financial in Raleigh, NC. He holds the Series 66 designation and has been with LPL Financial since 2019. Prior to joining LPL, he worked for Parata Systems LLC for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Richard Eisenreich is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 credential and having six years of industry experience. He has worked with LPL Financial since 2018 and previously held roles at Strata Solar, Channel Partners Capital, and the University of St. Thomas. He also operates under the dba RetirementGeeks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Dewar is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been associated with LPL Financial since 2007 and is president and owner of The Legacy Life Group, which includes LLG Advanced Insurance Services and LLG Financial Wealth Management & Planning. Dewar also operates an online referral platform that connects clients to various financial professionals and resources. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Janet Fox is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and having 40 years of industry experience. She has been with LPL Financial, formerly LINSCO Private Ledger, since 2007. Janet also teaches business and retirement-related classes at Wake Tech Community College and NC State University Encore Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.