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Avidian Wealth Solutions

Locations: 800 Town and Country Blvd 220 Houston, TX 77024, US + (+1 more)

Company Size: 1 - 100

Industry: Financial Services

Company Website

AI Description

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  • Stephen Kirby profile image
    Stephen Kirby img

    Financial Planner at Avidian Wealth Solutions

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  • Rachel Daniels profile image
    Rachel Daniels img

    Director of Operations and Head of Transitions

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  • Kevin A. Lenox, CFA®, CFP® profile image
    Kevin A. Lenox, CFA®, CFP® img

    Senior Portfolio Manager at Avidian Wealth Solutions

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  • Clayton M. profile image
    Clayton M. img

    Wealth Advisor at Avidian Wealth Solutions

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  • Preston Snow profile image
    Preston Snow img

    Sr. Wealth Advisor and Managing Partner at Avidian Wealth Solutions

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  • Jake Borbidge profile image
    Jake Borbidge img

    Chief Investment Officer

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  • Megan Williams, FPQP® profile image
    Megan Williams, FPQP® img

    Financial Paraplanner Qualified Professional™

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