Financial ADVSR advisor directory · SEC adviser records
Avidian Wealth Solutions financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Avidian Wealth Solutions office in Houston, A to Z.
33 registered advisors work at Avidian Wealth Solutions in Houston, out of 40 at the firm nationwide; it ranks number 24 in the city by advisors. 11 list the CFP designation and 2 are also registered broker representatives.
Avidian Wealth Solutions advisors in Houston, A to Z
Every Avidian Wealth Solutions advisor →- Mindy M. AbrahamInvestment adviser rep
- Roberto ArenivasCertified Financial Planner
- James A. AtkinsonInvestment adviser rep
- Melissa A. BarkleyCertified Financial Planner
- Carter C. BlackburnInvestment adviser rep
- Thomas L. BrownInvestment adviser rep
- Gabriel H. CarboneInvestment adviser rep
- Robin W. ChanInvestment adviser rep
- Andrei P. CostasInvestment adviser rep
- Bradley T. CoveyCertified Financial Planner · Also a broker rep
- David C. GonzalezInvestment adviser rep
- James C. HodgesInvestment adviser rep
- Lionel KikiInvestment adviser rep
- Karl E. KruegerInvestment adviser rep
- Michael C. KuznickiInvestment adviser rep
- Shaheen LadhaniInvestment adviser rep
- Matthew L. LankfordInvestment adviser rep
- Benjamin J. LeboeufInvestment adviser rep
- David M. LeeCertified Financial Planner
- Kevin A. LenoxCertified Financial Planner, Chartered Financial Analyst
- Gregory J. LittsInvestment adviser rep
- Nan LuInvestment adviser rep
- Jeff D. ManwaringCertified Financial Planner
- James G. McGinnessInvestment adviser rep
- Taylor K. MotsingerInvestment adviser rep
- Clayton B. MoyerCertified Financial Planner
- James L. PattersonInvestment adviser rep
- Marisa PontiInvestment adviser rep
- Sheri E. RobinsonCertified Financial Planner
- Michael A. SmithInvestment adviser rep
- Preston W. SnowCertified Financial Planner · Also a broker rep
- Troy W. TaylorCertified Financial Planner
- Michael ZdenekCertified 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
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Avidian Wealth Solutions have in Houston?
33 investment adviser representatives are registered at Avidian Wealth Solutions offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 40 nationwide. 11 list the CFP designation and 2 are also registered as broker representatives.
Is Avidian Wealth Solutions one of the largest advisor employers in Houston?
Avidian Wealth Solutions ranks number 24 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Avidian Wealth Solutions advisor in Houston?
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.