Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Lee is a financial advisor with Avidian Wealth Solutions. David has been working in the financial services industry since January 1990. David is a Certified Financial Planner. David is registered with the state of Texas. David's firm, Avidian Wealth Solutions, has over 1831 clients. David has experience providing financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles. David also offers educational seminars and publications.
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
01/21/2020 - Present
Avidian Wealth Solutions (HOUSTON TX)
Active
Inactive
Not sure David Lee is the right advisor for you? Invested Better is here to help.
