Emily HowardCRD Number: 6510544
Current Firm: Lido Advisors
Emily Howard (CRD# 6510544) is an Investment Advisor Representative working at Lido Advisors in Los Angeles, CA and has over 4 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Wedbush Securities Inc.
|Lido Advisors, LLC||Los Angeles, CA||Jan 2019 - Current||2|
|Unemployed||New York, NY||Jul 2018 - Jan 2019||< 1|
|Goldman Sachs & Company||New York, NY||Jun 2016 - Jul 2018||2|
|American University||Washington, DC||Aug 2012 - May 2016||3|
|Viewpoint School||Calabasas, CA||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2017|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management7,692MILLIONS
Total Number of Accounts8,225ACCOUNTS
Average Account Value$935,245
- 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 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WY
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