Financial ADVSR advisor directory · SEC adviser records
Avidian Wealth Solutions financial advisors in Austin, TX
Every SEC-registered investment adviser representative at a Avidian Wealth Solutions office in Austin, A to Z.
4 registered advisors work at Avidian Wealth Solutions in Austin, out of 40 at the firm nationwide; it ranks number 94 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Avidian Wealth Solutions advisors in Austin, A to Z
Every Avidian Wealth Solutions advisor →- Jenny G. FlemingCertified Financial Planner, Personal Financial Specialist
- William M. StoneCertified Financial Planner
- Antonio J. TovarCertified Financial Planner
- Laura B. VollrathCertified Financial Planner
Avidian Wealth Solutions advisors in every city and state →Avidian Wealth Solutions: assets, clients and custodians →Advisor Moves: who changed firms this week →
Avidian Wealth Solutions advisors in other cities
Houston, TX 33Jenson Beach, FL 1Mentone, AL 1Sugar Land, TX 1
Other firms in Austin
All Austin advisors →Kestra Advisory Services, LLC 418Dimensional Fund Advisors LP 208Charles Schwab & Co., Inc. 197Merrill Lynch, Pierce, Fenner & Smith Incorporated 137J.P. Morgan Securities LLC 119LPL Financial LLC 117Morgan Stanley 101Wells Fargo Clearing Services, LLC 10049 Financial 91Strategic Advisers LLC 85Edward Jones 72Hub Investment Partners, LLC 68
Questions
How many financial advisors does Avidian Wealth Solutions have in Austin?
4 investment adviser representatives are registered at Avidian Wealth Solutions offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 40 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Avidian Wealth Solutions one of the largest advisor employers in Austin?
Avidian Wealth Solutions ranks number 94 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.
How do I check a Avidian Wealth Solutions advisor in Austin?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.