Potter Investment Advisors LLC

Potter Investment Advisors LLC (CRD# 165126) is a financial advisory firm headquartered in Houston, TX. They manage $1,500,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Potter Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
Carolyn G. Potter
CRD#: 6132992
5225 Katy Freeway, Suite 230, Houston, TX 77007

Carolyn Potter (CRD# 6132992) is an Investment Advisor Representative working at Potter Investment Advisors LLC in Houston, TX and has 1 year of experience in the finance industry. Carolyn Potter 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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