Financial ADVSR advisor directory · SEC adviser records
Avidian Wealth Solutions financial advisors in Texas
Every SEC-registered investment adviser representative at a Avidian Wealth Solutions office in Texas, by city and A to Z.
38 registered advisors work at Avidian Wealth Solutions in Texas, out of 40 nationwide; it's the firm's number 1 state by advisors, and the most are in Houston (33). 15 list the CFP designation and 2 are also registered broker representatives.
Avidian Wealth Solutions advisors by city in Texas
Every firm in Texas →Avidian Wealth Solutions advisors in Texas, A to Z
Search by name →- Mindy M. AbrahamHouston
- Roberto ArenivasHouston · Certified Financial Planner
- James A. AtkinsonHouston
- Melissa A. BarkleyHouston · Certified Financial Planner
- Carter C. BlackburnHouston
- Thomas L. BrownHouston
- Gabriel H. CarboneHouston
- Robin W. ChanHouston
- Andrei P. CostasHouston
- Bradley T. CoveyHouston · Certified Financial Planner
- Jenny G. FlemingAustin · Certified Financial Planner, Personal Financial Specialist
- David C. GonzalezHouston
- James C. HodgesHouston
- Lionel KikiHouston
- Karl E. KruegerHouston
- Michael C. KuznickiHouston
- Shaheen LadhaniHouston
- Matthew L. LankfordHouston
- Benjamin J. LeboeufHouston
- David M. LeeHouston · Certified Financial Planner
- Kevin A. LenoxHouston · Certified Financial Planner, Chartered Financial Analyst
- Gregory J. LittsHouston
- Nan LuHouston
- Jeff D. ManwaringHouston · Certified Financial Planner
- James G. McGinnessHouston
- Taylor K. MotsingerHouston
- Clayton B. MoyerHouston · Certified Financial Planner
- James L. PattersonHouston
- Marisa PontiHouston
- Sheri E. RobinsonHouston · Certified Financial Planner
- Michael A. SmithHouston
- Preston W. SnowHouston · Certified Financial Planner
- William M. StoneAustin · Certified Financial Planner
- Troy W. TaylorHouston · Certified Financial Planner
- Oanh K. TonSugar Land
- Antonio J. TovarAustin · Certified Financial Planner
- Laura B. VollrathAustin · Certified Financial Planner
- Michael ZdenekHouston · Certified Financial Planner
Avidian Wealth Solutions advisors in every state →Avidian Wealth Solutions: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Avidian Wealth Solutions financial advisors are in Texas?
38 investment adviser representatives are registered at Avidian Wealth Solutions offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 40 at the firm nationwide. 15 list the CFP designation and 2 are also registered as broker representatives.
Where in Texas does Avidian Wealth Solutions have the most advisors?
Houston, with 33, then Austin (4). Avidian Wealth Solutions has advisors in 3 cities in Texas.
How do I check a Avidian Wealth Solutions advisor in Texas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Avidian Wealth Solutions office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.