Alexander Amundson
Investment Adviser Representative at Avion Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexander Amundson is an investment adviser representative with Avion Wealth in The Woodlands, TX, where they have been registered since 2026. They have worked in the securities industry since 2015 and have been registered with 7 firms, including Ameriprise Financial Services, LLC and LPL Financial LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Regency Investment Advisors, Inc.Sep 2015 – Mar 2019Fresno, CA
- LPL Financial LLCApr 2019 – Feb 2022Fresno, CA
- Strategic Wealth Advisors GroupJul 2019 – Feb 2020Sacramento, CA
- Strategic Wealth Advisors GroupFeb 2020 – Feb 2022Sacramento, CA
- Royal AllianceFeb 2022 – Apr 2022827 Vintage Ave, CA
- LPL Financial LLCMay 2022 – Nov 2024Clovis, CA
- Ameriprise Financial Services, LLCNov 2024 – Apr 2026Mercer Island, WA
- Avion WealthApr 2026 – no end date reportedThe Woodlands, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Avion Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- The Woodlands, TX
- SEC file number:
- 801-99351
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 27, 2026
View full firm profileOther advisors at Avion Wealth
11 other advisors in the directory
Similar advisors in The Woodlands, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Amundson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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