Reid Pratt Guthrie
Investment adviser representative at Avidian Wealth Solutions
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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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
10 years in the industry.
- Avidian Wealth SolutionsMar 2026 to now
- Avidian Wealth Enterprises, LLCMar 2026 to now
- United Capital Financial Advisors, LLCFeb 2021 to Feb 2026
- UnemployedMar 2020 to Jan 2021
- One Advocate GroupFeb 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 6490819
- Firm CRD
- 127186