Latika
Tillis
Avidian Wealth Solutions, LLC
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About this Advisor
Latika Tillis is a financial advisor operating out of Houston, Texas, who has 10 years of industry experience. Tillis is on the advisory team at Avidian Wealth Solutions, LLC. Throughout their career, they have worked at Lpl Financial, LLC, Sound Financial Solutions, Lp and Streettalk Advisors, LLC. Tillis has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Avidian Wealth Solutions, LLC is a financial advisory firm based out of Houston, TX. The firm has offices in three locations and a total of 66 financial advisors. It controls $4 billion in assets under management between its 6,481 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 6,481 customer accounts, 59% are held by high-net-worth individuals who have more than $1 million in assets. Avidian Wealth Solutions, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees are based on which service is offered. Fees charged by Avidian Wealth Solutions, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avidian Wealth Solutions, LLC Brokerage Details
$3,673,167,842
66
6,481
$566,759
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Latika Tillis Work History
Latika has been registered as a financial advisor for 10 years.*
Streettalk Advisors, LLC
Sound Financial Solutions, Lp
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Latika Tillis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avidian Wealth Solutions, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Jenson Beach, FL
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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