Sara Potts, financial advisor Victoria TX

Sara Potts

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Sara A. Potts
Phone Number: 361-573-4383
Firm Website: https://kmhwealth.com/
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    569
    MILLIONS
  • Total Number of Accounts
    1,133
    ACCOUNTS
  • Average Account Value
    $502,440
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

TX

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