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John Randall Potter

Investment adviser representative at Integrity Advisory Solutions
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Integrity Advisory SolutionsApr 2024 to now
  2. The Potter Law FirmSep 2012 to now
  3. Strategic Planning CorporationJan 2016 to Mar 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (NC).

Integrity Advisory Solutions

Legal name: Integrity Advisory Solutions, LLC

$1.1BAssets managed
2,428Clients
127Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6597571
Firm CRD
288817
Advisor's SEC record (opens in a new tab)
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