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Carter Cleveland Blackburn

Avidian Wealth Solutions

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About Carter Cleveland Blackburn

Carter Blackburn is an investment advisor representative at Avidian Wealth Solutions. Carter is also the owner of Blackburn Productions, a non-investment related business. Carter Blackburn has been in the industry since April 2017. Carter Blackburn holds Series 65 and Series 66 licenses. Blackburn has been an Investment Advisor Representative in Texas since September 8, 2017. Avidian Wealth Solutions manages assets for individuals, high-net-worth individuals, corporations or other businesses, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans. Avidian Wealth Solutions' services include portfolio management for individuals, financial planning, portfolio management for pooled investment vehicles, pension consulting, and publication of periodicals.

Firm Information

Carter Blackburn 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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Carter Blackburn’s Registration & Firm History

TX

09/08/2017 - Present

Avidian Wealth Solutions (HOUSTON TX)

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Licenses & Designations

IA

Issued 09/08/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/24/2017

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carter Cleveland Blackburn.
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