Antonio Tovar (CRD# 7145967) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Austin, TX and has over 4 years of experience in the finance industry. Antonio Tovar 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.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avidian Wealth Solutions, LLC | 800 Town & Country Ste 220, TX | Jan 2023 - Current | 1 |
| Stone Wealth Management | Austin, TX | Mar 2021 - Sep 2023 | 2 |
| Charles Schwab And Company, Inc. | Austin, TX | Jun 2019 - Mar 2021 | 1 |
| First Capital Bank Of Texas | Lubbock, TX | Oct 2018 - Jun 2019 | < 1 |
| United Grocery | Lubbock, TX | Sep 2018 - Oct 2018 | < 1 |
| Reap Financial | Austin, TX | May 2018 - Aug 2018 | < 1 |
| Enterprise | Lubbock, TX | Sep 2015 - May 2018 | 2 |
| Heb | Austin, TX | Apr 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
- TX
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Total Assets Under Management3,111MILLIONS
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Total Number of Accounts6,015ACCOUNTS
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Average Account Value$517,199
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IN, LA, MA, MD, MO, NC, NH, NY, OK, SC, TN, TX, VA, WA
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