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
James Atkinson (CRD# 2339222) 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.
Carter Blackburn (CRD# 6792654) 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.
Robert Boswell (CRD# 6914940) 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.
Thomas Brown (CRD# 5840720) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 13 years of experience in the finance industry.
Robin Chan (CRD# 5440667) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 10 years of experience in the finance industry.
Bradley Covey (CRD# 2758177) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 25 years of experience in the finance industry. Bradley Covey 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.
David Gonzalez (CRD# 4921336) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 17 years of experience in the finance industry.
Ana Maria Gonzalez Wood (CRD# 2450305) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 29 years of experience in the finance industry. Ana Maria Gonzalez Wood 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.
James Hodges (CRD# 2765025) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 26 years of experience in the finance industry.
Jared Kenney (CRD# 5365512) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 14 years of experience in the finance industry.