Matthew L. Lankford

AVIDIAN WEALTH SOLUTIONS

Houston, TX 77024

Some features on this profile are disabled

CRD#: 4628305

Professional summary

Matthew L Lankford, who also goes by Matthew Lynn Lankford, is a registered financial advisor currently at AVIDIAN WEALTH SOLUTIONS located in Houston, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Matthew has worked at 8 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Lynn Lankford

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BKLM FINANCIAL CONSULTING, LLC, NON-INVESTMENT RELATED, 2835 BOBBY JONES RD, KATY, TX 77494 / BUSINESS CONSULTING - FINANCIAL SERVICES INDUSTRY (RECRUITING, M&A, BUSINESS STRATEGIES), NON-ACTIVE SINCE 2016, 0 HRS DEVOTED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew L Lankford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 24, 2023 - Present

AVIDIAN WEALTH SOLUTIONS

Office #1: 800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024

RIA

CRD#: 127186

Houston, TX

Past

January 15, 2019 - July 28, 2023

RJ CAPITAL LLC

RIA

CRD#: 297839

Houston, TX

Past

March 8, 2012 - January 11, 2019

RJ CAPITAL, LLC

RIA

CRD#: 118931

HOUSTON, TX

Past

November 24, 2010 - March 6, 2012

RIA

CRD#: 117075

SAN MARCOS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

Texas

Registered Investment Advisory firm - (6/2/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/20/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/18/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/23/2010

General Securities Representative Examination

Current Firm

AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

Texas

Registered Investment Advisory firm - (6/2/2005 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024

Mailing Address

Phone number

(281) 822-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIDIAN WEALTH SOLUTIONS DISCLOSURE BROCHURE 2025 (7/21/2025)

Regulatory assets under management

Total Number of Accounts	6,742
AUM (Assets Under Management)	$ 3,994,927,750

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/21/2025	Cover Page	Report
01/02/2025	Cover Page	Report
09/27/2024	Cover Page	Report
01/31/2024	Cover Page	Report
01/29/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew L. Lankford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew L Lankford's CRS (Customer Relationship Summary).

Certified licenses

Experience

RJ CAPITAL LLC

RJ CAPITAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE MUTUAL FUND STORE

THE MUTUAL FUND STORE

STANFORD CAPITAL MANAGEMENT, LLC

ARROWHEAD ASSET MANAGEMENT

Primary Firm SEC Registration

AVIDIAN WEALTH SOLUTIONS

State Registrations and Notice Filings

Exams

Series 63

Date: 12/20/2010

Series 65

Date: 12/18/2002

Series 7

Date: 11/23/2010

Current Firm

AVIDIAN WEALTH SOLUTIONS

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AVIDIAN WEALTH SOLUTIONS

TRUST BUT VERIFY

Similar Advisors