Sara PottsCRD Number: 6695608
Current Firm: Kmh Wealth Management, LLC
Sara Potts (CRD# 6695608) is an Investment Advisor Representative working at Kmh Wealth Management, LLC in Victoria, TX and has over 4 years of experience in the finance industry. Sara Potts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wells Fargo Clearing Services, LLC
|Kmh Wealth Management, LLC||Victoria, TX||Oct 2020 - Current||1|
|Kmh Wealth Management, LLC||Victoria, TX||Aug 2019 - Oct 2020||1|
|Raymond James Financial Services Advisors, Inc.||El Campo, TX||Jan 2019 - Jul 2019||< 1|
|Raymond James Financial Services, Inc.||El Campo, TX||Sep 2017 - Jul 2019||1|
|Croix Financial Dba Croix Wealth Management||El Campo, TX||Sep 2017 - Jul 2019||1|
|Croix Financial Dba Croix Wealth Management||El Campo, TX||Aug 2016 - Sep 2017||1|
|Croix Financial||El Campo, TX||Jan 2016 - Aug 2016||< 1|
|Expeditors International||Humble, TX||May 2015 - Dec 2015||< 1|
|Texas A&m University||College Station, TX||Aug 2012 - May 2015||2|
|East Bernard High School||East Bernard, TX||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2017|
Total Assets Under Management569MILLIONS
Total Number of Accounts1,133ACCOUNTS
Average Account Value$502,440
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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