Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Alan Lenox is a financial advisor with Avidian Wealth Solutions. Kevin has over 20 years of experience in the financial services industry. Kevin is a Certified Financial Planner and a Chartered Financial Analyst. Kevin is registered to provide investment advisory services in Texas and Louisiana. Avidian Wealth Solutions is a registered investment advisor with offices in Houston, Texas. Avidian Wealth Solutions provides financial planning, investment management, and other advisory services to individuals, families, and institutions. Kevin specializes in providing financial advice to high-net-worth individuals, families, and institutions.
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
06/12/2020 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
04/17/2009 - 04/05/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
10/01/2008 - 04/07/2009
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
TX
11/29/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
TX
10/01/2001 - 12/06/2007
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
NY
07/17/1998 - 06/13/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
04/29/1993 - 07/20/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TX
03/16/1993 - 04/14/1993
D. E. WINE INVESTMENTS INC. (SPRING TX)
IA
Issued 01/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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