Unclaimed Profile

James Allen Atkinson

AVIDIAN WEALTH ENTERPRISES, LLC·HOUSTON, Texas

SIE, Series 7, Series 24, Series 63, Series 66Clean record14 years registeredAVIDIAN WEALTH ENTERPRISES, LLC

800 TOWN & COUNTRY BLVD, HOUSTON, TX 77024CRD# 2339222Firm CRD# 127186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Allen Atkinson · HOUSTON, TX

Registration

CRD #2339222 · AVIDIAN WEALTH ENTERPRISES, LLC · 14 years registered

Brand Profile

Not yet started

Career History

AVIDIAN WEALTH SOLUTIONS

Mar 2019 – present

LINSCOMB & WILLIAMS

Feb 2012 – Nov 2013

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 28, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVIDIAN WEALTH ENTERPRISES, LLC

CRD 127186 · SEC 801-64386

AUM

$3.1B

Regulatory assets under management

Employees

6,015 client accounts

Services offered by AVIDIAN WEALTH ENTERPRISES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AVIDIAN WEALTH ENTERPRISES, LLC →

Introduction

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Frequently Asked Questions

What services does James Allen Atkinson offer?

James Allen Atkinson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are James Allen Atkinson's credentials?

James Allen Atkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Allen Atkinson located?

James Allen Atkinson is based in HOUSTON, Texas, working with AVIDIAN WEALTH ENTERPRISES, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does James Allen Atkinson charge for services?

James Allen Atkinson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: mgmt of pooled investment vehicles. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVIDIAN WEALTH ENTERPRISES, LLC?

AVIDIAN WEALTH ENTERPRISES, LLC has approximately 51 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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