Sarahbeth
Pipkin
Avidian Wealth Solutions, LLC
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About this Advisor
Sarahbeth Pipkin is a certified financial planner who works in Houston, Texas, with 4 years of industry experience. Pipkin is currently employed by Avidian Wealth Solutions, LLC. Throughout their career, Pipkin has worked at Ubs Financial Services Inc and Sta Wealth Management, LLC. Pipkin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Avidian Wealth Solutions, LLC is a registered investment business headquartered in Houston, TX. The company has offices in three locations and a total of 66 advisors. It administers $4 billion in assets under management between its 6,481 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 6,481 client accounts, 59% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a broad range 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 advisory fees are based on which services the firm provides the client. However, fee types charged by Avidian Wealth Solutions, LLC likely are comprised of some blend of 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
Sarahbeth Pipkin Work History
Sarahbeth has been registered as a financial advisor for 4 years.*
Sta Wealth Management, LLC
Ubs Financial Services Inc
*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 Sarahbeth Pipkin 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
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
