Avidian Wealth Solutions, LLC
Avidian Wealth Solutions, LLC (CRD# 127186) is a financial advisory firm headquartered in Houston, TX. They manage $3,673,167,842 in 6,481 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management3,673MILLION
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Total Number of Accounts6,481ACCOUNTS
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Average Account Value$566,759
- 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, LA, MA, MD, MO, NC, NY, OK, SC, TN, TX, VA, WA
Matthew Lankford (CRD# 4628305) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 21 years of experience in the finance industry.
David Lee (CRD# 4491042) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has 1 year of experience in the finance industry.
Kevin Lenox (CRD# 2006357) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 30 years of experience in the finance industry.
Gregory Litts (CRD# 2349612) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 30 years of experience in the finance industry.
Nan Lu (CRD# 6846361) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 6 years of experience in the finance industry.
Jeff Manwaring (CRD# 5525100) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 15 years of experience in the finance industry.
James McGinness (CRD# 5720734) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 9 years of experience in the finance industry.
Clayton Moyer (CRD# 5525457) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 15 years of experience in the finance industry.
Robert Palmer (CRD# 6930733) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 5 years of experience in the finance industry.
James Patterson (CRD# 2702156) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 27 years of experience in the finance industry.