James Griffin Mcginness

Avidian Wealth Solutions

11 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

November 2022 - Present · 3 yrs 3 mos

Previous Registrations

Hightower Advisors, LLC

November 2018 - November 2022 · 4 yrs

Hightower Securities, LLCBroker

September 2018 - November 2022 · 4 yrs 2 mos

Hightower Private Client

August 2017 - December 2018 · 1 yr 4 mos

Salient Capital L.P.Broker

September 2014 - September 2018 · 4 yrs

Salient Capital Advisors, LLC

August 2014 - October 2017 · 3 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.