James Griffin Mcginness
Investment adviser representative at Avidian Wealth Solutions
15 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Avidian Wealth Solutions, LLCNov 2022 to now
- Hightower Advisors, LLCNov 2018 to Nov 2022
- Hightower Securities LLCSep 2018 to Nov 2022
- Salient Private Client, LLCAug 2017 to Sep 2018
- Salient Capital, L.P.Aug 2014 to Sep 2018
- Salient Capital Advisors, LLCAug 2014 to Oct 2017
- Salient Partners, L.P.Jan 2011 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avidian Wealth Solutions
Legal name: Avidian Wealth Enterprises, LLC
$4.8BAssets managed
1,895Clients
43Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5720734
- Firm CRD
- 127186