Preston
Snow
Avidian Wealth Solutions, LLC
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About this Advisor
Preston Snow is a financial advisor based in Collegeport, Texas, working with Avidian Wealth Solutions, LLC. Preston has previously held positions at J.P. Morgan Securities LLC, Avidian Wealth Management, Formely Namsta Wealth Management, LLC, and Purshe Kaplan Sterling. Preston has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Preston is part of Avidian Wealth Solutions, LLC, which operates out of Collegeport, Texas. The firm has 3 offices and 49 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Avidian Wealth Solutions, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avidian Wealth Solutions, LLC Brokerage Details
$3,110,949,035
49
6,015
$517,199
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
Preston Snow Work History
Avidian Wealth Management, Formely Namsta Wealth Management, LLC
Purshe Kaplan Sterling
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of Preston Snow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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