Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lankford is an investment advisor representative who is currently registered with Avidian Wealth Solutions. Matthew is also a registered investment advisor. Matthew has been in the industry since 2010. Matthew has passed the Series 63, Series 65, and Series 7 exams. Matthew is licensed to provide investment advice in Texas. Avidian Wealth Solutions is an investment advisor with over 1800 clients and over $3 billion in assets under management. Avidian Wealth Solutions provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and pooled investment vehicles. Avidian Wealth Solutions offers services to individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations, and pooled investment vehicles.
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
01/24/2023 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
11/24/2010 - 03/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BC
Issued 12/20/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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