Joshua William Patterson

CFP

Avidian Wealth Solutions

26 Years of Experience

3 Disclosures

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 (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2017

Withdrawn

Customer Dispute

November 2016

Withdrawn

Customer Dispute

June 2016

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

Joshua is a limited partner in Patterson Financial, LP, and the general partner of Patterson Financial Mgt, which serves as the general partner to Patterson Financial, LP. These are non-investment related business structures for personal finances, requiring minimal time.

Employment History

Current Registrations

Avidian Wealth Solutions

May 2018 - Present · 7 yrs 9 mos

Previous Registrations

Ims Financial Advisors, INC.

May 2004 - December 2017 · 13 yrs 7 mos

Ims Securities, INC.Broker

June 2002 - November 2017 · 15 yrs 5 mos

Ims Securities, Inc.dba Ims Financial Advisors, INC

June 2002 - December 2004 · 2 yrs 6 mos

Morgan Stanley

August 2001 - July 2002 · 11 mos

Morgan Stanley Dw INC.Broker

August 2001 - July 2002 · 11 mos

UBS Painewebber INC.Broker

July 1998 - September 2001 · 3 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.