Allison Arvold (CRD# 7568889) is an Investment Advisor Representative working at Lido in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2166498
Neuberger Berman Bd LLC
CRD# 4437589
Arete Wealth Advisors, LLC
CRD# 1346992
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lido Advisors, LLC | Chicago, IL | Dec 2023 - Current | < 1 |
| Portside Investment Advisors | Mequon, WI | Aug 2023 - Dec 2023 | < 1 |
| Neighborhood House Community Center | Madison, WI | May 2021 - Aug 2023 | 2 |
| Lincoln Financial Group | Madison, WI | Sep 2022 - May 2023 | < 1 |
| University Of Wisconsin - Madison | Madison, WI | Sep 2019 - May 2023 | 3 |
| Bank Of America | Nashville, TN | Jun 2022 - Aug 2022 | < 1 |
| Nanny | Mequon, WI | Dec 2017 - Sep 2019 | 1 |
| Out & Out | Cedarburg, WI | May 2017 - Dec 2017 | < 1 |
| Cedarburg High School | Cedarburg, WI | Jan 2014 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- CA
- IL
-
Total Assets Under Management19,656MILLIONS
-
Total Number of Accounts19,744ACCOUNTS
-
Average Account Value$995,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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