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Antonio Jose Tovar

Avidian Wealth Solutions

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About Antonio Jose Tovar

Antonio Jose Tovar is a financial advisor with Avidian Wealth Solutions. Antonio has been in the industry since November 2019 and has held previous roles at Charles Schwab and Stone Wealth Management. Antonio specializes in helping clients with financial planning, pension consulting, educational seminars, and portfolio management for individuals and pooled investment vehicles. Antonio is also a Certified Financial Planner.

Firm Information

Antonio Tovar is currently registered with Avidian Wealth Solutions. Avidian Wealth Solutions is a Houston, TX-based registered investment advisor with $3.11 billion in regulatory assets under management. The firm offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Avidian Wealth Solutions primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm also participates in wrap fee programs.
Avidian Wealth Solutions

800 TOWN & COUNTRY BLVD

HOUSTON, TX 77024

$3.11B

Assets Under Management

1,831

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Mgmt of pooled investment vehicles

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Antonio Tovar’s Registration & Firm History

TX

01/18/2023 - Present

Avidian Wealth Solutions (HOUSTON TX)

TX

11/01/2019 - 03/30/2021

CHARLES SCHWAB & CO., INC. (Austin TX)

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Licenses & Designations

BC

Issued 11/22/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Antonio Jose Tovar.
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