Houston Avery Potts
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
3 statesRegistered in
$344.6BFirm assets
31 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Freestone Recreation CenterMay 2026 to now
- Vanguard Advisers, Inc.Oct 2022 to now
- The Vanguard Group, Inc.Aug 2022 to now
- Vanguard Marketing CorporationAug 2022 to now
- Self-employedJan 2022 to Oct 2022
- Town of GilbertSep 2019 to Jan 2023
- Arizona State UniversitySep 2018 to Dec 2020
- Sequoia Charter SchoolsAug 2018 to Sep 2019
- Chandler Gilbert Community CollegeMay 2018 to Aug 2018
- Sequoia Charter SchoolsMay 2017 to Aug 2017
- Self-employedJan 2016 to Sep 2020
- Eastern Arizona CollegeJan 2016 to May 2018
- Thatcher School DistrictJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (AZ, CO, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 7602476
- Firm CRD
- 106715