Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Griffin McGinness is a financial advisor with Avidian Wealth Solutions. James is a registered investment advisor representative, licensed to provide investment advice in Texas. James has been in the financial services industry since 2014 and holds the Series 7, Series 63 and Series 65 licenses. James has previously worked for Salient Capital L.P. and Hightower Securities, LLC. James specializes in working with high net worth individuals, corporations or other businesses, pooled investment vehicles, pension and profit sharing plans, and charitable organizations.
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
11/07/2022 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
09/05/2018 - 11/11/2022
HIGHTOWER SECURITIES, LLC (HOUSTON TX)
TX
09/26/2014 - 09/07/2018
SALIENT CAPITAL L.P. (HOUSTON TX)
BC
Issued 10/16/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure James McGinness is the right advisor for you? Invested Better is here to help.
