Jeffrey GardenCRD Number: 6582522
Current Firm: Lido
Jeffrey Garden (CRD# 6582522) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Lido Advisors, LLC||Los Angeles, CA||Jan 2019 - Current||4|
|Oakhurst Advisors LLC||Los Angeles, CA||May 2016 - Current||7|
|Lido Advisors, LLC||Beverly Hills, CA||Jul 2015 - Jan 2019||3|
|Lido Advisors, Inc.||Beverly Hills, CA||Mar 2014 - Jul 2015||1|
|Unemployed||Los Angeles, CA||Dec 2013 - Mar 2014||< 1|
Total Assets Under Management13,102MILLIONS
Total Number of Accounts12,641ACCOUNTS
Average Account Value$1,036,474
- 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
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, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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