Avidian Wealth Solutions
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.
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Verified contacts
43
available on Kipplo
LinkedIn employees
48
51 to 200 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
3
tools in use
Monthly traffic
1.3K
organic / mo
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Decision-makers and verified team members
43 contacts with verified email or phone · masked until revealed.
- JK
Justin King
Internal Communications Director · Other
EmailPhone - KA
Kevin A. Lenox
Senior Portfolio Manager · Finance & Accounting
EmailPhone - NL
Nan Lu
Senior Portfolio Manager · Finance & Accounting
EmailPhone - AT
Antonio Tovar
Wealth Advisor · Finance & Accounting
EmailPhone - DG
David Gonzalez
Wealth Advisor · Finance & Accounting
EmailPhone - JM
James McGinness
Wealth Advisor · Finance & Accounting
EmailPhone - KE
Karl E. Krueger
Sr Wealth Advisor · Finance & Accounting
EmailPhone - TO
Travis Oglesby
Wealth Advisor · Finance & Accounting
EmailPhone - AC
Andrei Costas
Senior Investment Analyst · Finance & Accounting
EmailPhone
Showing 9 of 43 verified contacts
Top roles at Avidian Wealth Solutions
27 distinct titles indexed · top 10 shown.
- 12wealth advisor
- 3senior portfolio manager
- 3wealth management associate
- 1,,
- 1accounting associate
- 1administrative associate
- 1chief compliance officer
- 1chief investment officer
- 1chief operating officer head of m & a
- 1client services associate
- +17more titles
Sign up to unlock all 43 contacts at Avidian Wealth Solutions
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