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Avidian Wealth Solutions is a team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients. With a comprehensive and evolving suite of services including financial planning, investment management, and insurance solutions, we strive to minimize risk through all aspects of our business, by understanding trends and planning strategically — while consistently maintaining our core values of trust, credibility, and transparency.
Disclosure: Avidian is a registered investment adviser. This platform is for informational purposes only. Investing involves risk and possible loss of principal. Comments by viewers or third-party rankings are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Avidian does not provide compensation for “likes” or “endorsements” on this platform. Third-party rankings/rating will disclose the parameters that were used in the consideration in a hyperlink or directly under the ranking/rating. The opinions expressed herein are those of the firm and are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author and may differ from the views or opinions expressed by other areas of the firm and are for general informational purposes as of the date indicated. Avidian believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated.
Company Details
- Employees
- 51
- Founded
- -
- Address
- 800 Town And Country Blvd,
- Industry
- Financial Services
- Website
- http://avidianwealth.com
- HQ
- Houston, TX
Avidian Wealth Solutions Questions
Avidian Wealth Solutions's website is http://avidianwealth.com
Avidian Wealth Solutions's LinkedIn profile is https://www.linkedin.com/company/avidian-wealth
Avidian Wealth Solutions has
51 employees.
View email and phone details for 51
employees at Avidian Wealth Solutions.
Avidian Wealth Solutions's industry is
Financial Services
Avidian Wealth Solutions's top competitors are
Willis Johnson & Associates,
U.s. Capital Wealth, Llc,
Houston Trust Company,
Presidio Wealth Partners,
Oak Harvest Financial Group,
Financial Synergies Wealth Advisors,
Post Oak Private Wealth Advisors,
Goodman Financial,
Tanglewood Total Wealth Management,
Linscomb Wealth.
Avidian Wealth Solutions's categories are Financial Services
Avidian Wealth Solutions's founding year is 2003
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Top Avidian Wealth Solutions Employees
-
Morgan Stone, CFP®, CEPA®, MBA
Senior Wealth Advisor/Partner
Austin, Texas, United States, United States2stoneasset.com, stoneasset.com1 (512) 4XXXXXXX
-
Kevin A. Lenox, CFA®, CFP®
Senior Portfolio Manager At Avidian Wealth Solutions
Houston, Texas, United States, United States3gmail.com, unitedcp.com, stawealth.com1 +194999XXXXX
-
Joshua Patterson
n/a
Houston, Texas, United States, United States4ims-securities.com, hotmail.com, hotmail.com, stawealth.com -
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