Carlos Arroyo Govea (CRD# 7628793) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lido Advisors, LLC | Los Angeles, CA | Feb 2024 - Current | < 1 |
| Morgan Stanley | Columbus, OH | Oct 2022 - Dec 2023 | 1 |
| Upstart | Columbus, OH | Jul 2021 - Sep 2022 | 1 |
| Ohio Wesleyan University | Delaware, OH | Jan 2021 - Jul 2021 | < 1 |
| Ohio Wesleyan University | Delaware, OH | Aug 2017 - Jun 2021 | 3 |
| Id Tech Camp | Los Angeles, CA | Jun 2019 - Aug 2019 | < 1 |
| Alliance Marc And Eva Stern Math And Science High School | Los Angeles, CA | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- CA
-
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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