Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thailing is a financial advisor with Avidian Wealth Solutions. David has been working in the financial services industry since 1995. David has experience with financial planning, pension consulting, educational seminars, and portfolio management for individuals and pooled investment vehicles. David is registered with the state of Texas as an Investment Advisor Representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Mgmt of pooled investment vehicles
1
2
TX
11/11/2021 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
04/27/2018 - 06/30/2020
MUTUAL SECURITIES, INC. (HOUSTON TX)
TX
10/02/2015 - 05/09/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)
TX
06/13/2013 - 10/13/2015
MORGAN STANLEY (HOUSTON TX)
CA
06/03/2011 - 01/24/2012
GRIFFIN CAPITAL SECURITIES, INC. (EL SEGUNDO CA)
CA
10/21/2009 - 08/05/2011
PRIORITY CAPITAL INVESTMENTS, LLC (SAN DIEGO CA)
TX
06/11/2003 - 03/26/2008
AMREIT SECURITIES COMPANY (HOUSTON TX)
IA
02/01/1999 - 09/05/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
03/13/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NJ
11/09/1995 - 03/13/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Thailing is the right advisor for you? Invested Better is here to help.
