Sara
Potts
Keller Wealth Advisors
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About this Advisor
Sara Potts is a financial advisor based in Victoria, Texas, working with Keller Wealth Advisors. Sara has previously held positions at Croix Financial Dba Croix Wealth Management, Croix Financial, Expeditors International, Texas A&M University, Raymond James Financial Services, Inc, Kmh Wealth Management, LLC, and Raymond James Financial Services Advisors, Inc. Sara has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Sara is part of Keller Wealth Advisors, which operates out of Victoria, Texas. The firm has 12 employees and manages assets totaling $703.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Keller Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keller Wealth Advisors Brokerage Details
$703,894,012
12
1,246
$564,923
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sara Potts Work History
Kmh Wealth Management, LLC
Kmh Wealth Management, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Croix Financial Dba Croix Wealth Management
Croix Financial Dba Croix Wealth Management
Croix Financial
Expeditors International
Texas A&M University
Disclosures
Please visit the SEC profile of Sara Potts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keller Wealth Advisors
Victoria, TX
Victoria, TX
Victoria, TX
Victoria, TX
Victoria, TX
Victoria, TX
Victoria, TX
Victoria, TX
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