David Matthew Thailing

Avidian Wealth Solutions

24 Years of Experience

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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

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Insight Wealth Strategies, LLC

April 2018 - November 2021 · 3 yrs 7 mos

Mutual Securities, INC.Broker

April 2018 - June 2020 · 2 yrs 2 mos

Lincoln Financial Advisors Corporation

October 2015 - May 2018 · 2 yrs 7 mos

Lincoln Financial Advisors CorporationBroker

October 2015 - May 2018 · 2 yrs 7 mos

Morgan Stanley

July 2013 - October 2015 · 2 yrs 3 mos

Morgan StanleyBroker

June 2013 - October 2015 · 2 yrs 4 mos

Griffin Capital Securities, INC.Broker

June 2011 - January 2012 · 7 mos

Priority Capital Investments, LLCBroker

October 2009 - August 2011 · 1 yr 10 mos

Amreit Securities CompanyBroker

June 2003 - March 2008 · 4 yrs 9 mos

CUNA Brokerage Services, INC.Broker

February 1999 - September 2000 · 1 yr 7 mos

Nationsbanc Investments, INC.Broker

March 1998 - December 1998 · 9 mos

Painewebber IncorporatedBroker

November 1995 - March 1998 · 2 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.