Carolyn Potter is a CFP-designated registered investment advisor at Potter Advisors LLC, based in Houston, TX, with 11 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Potter Advisors charges an annual fee based on a percentage of your portfolio, calculated and paid quarterly. Alternatively, you can pay through fixed fees or hourly retainers depending on your preference and agreement.
Location
440 Louisiana Street, Suite 919, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Carolyn is an employee of Rice University, serving as a Lecturer in the Department of Sport Management. The Carrie Potter Group provides business management and business consulting services.
Employment History
Current Registrations
Potter Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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