James Allen Atkinson

Avidian Wealth Solutions

29 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth

Avidian Wealth Solutions

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

38 advisors

Number of Clients

1,873 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$4.0B

Fee Structure

Minimum Investment:$1M

Location

800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Avidian Wealth Solutions

March 2019 - Present · 6 yrs 11 mos

Previous Registrations

Fidelity Brokerage Services LLCBroker

November 2013 - January 2019 · 5 yrs 2 mos

Linscomb & Williams

February 2012 - November 2013 · 1 yr 9 mos

Midamerica Financial Services, INC.Broker

January 2009 - October 2013 · 4 yrs 9 mos

Fidelity Brokerage Services LLCBroker

June 2000 - September 2007 · 7 yrs 3 mos

Charles Schwab & CO., INC.Broker

September 1999 - May 2000 · 8 mos

J.B. Oxford & CompanyBroker

September 1994 - October 1998 · 4 yrs 1 mo

Olde Discount CorporationBroker

January 1994 - September 1994 · 8 mos

Dickinson & CO.Broker

May 1993 - December 1993 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.