Ramsey Andrijevich (CRD# 6218872) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 3 years of experience in the finance industry. Ramsey Andrijevich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 6724246
Modern Assets, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
Company Name | Location | Dates | Years |
---|---|---|---|
Lido Advisors, LLC | Los Angeles, CA | Jun 2023 - Current | < 1 |
First Foundation Advisors | Irvine, CA | Jan 2020 - Jun 2023 | 3 |
First Foundation Advisors | Irvine, CA | Apr 2019 - Dec 2019 | < 1 |
Purus Wealth Management, LLC | Newport Beach, CA | Oct 2018 - Apr 2019 | < 1 |
Waddell & Reed | Riverside, CA | Oct 2017 - Sep 2018 | < 1 |
Waddell & Reed | Overland Park, KS | Jul 2016 - Sep 2017 | 1 |
Waddell & Reed | Overland Park, KS | Jun 2013 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- CA
- FL
- NV
- NY
- PA
- TX
- WA
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Total Assets Under Management19,656MILLIONS
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Total Number of Accounts19,744ACCOUNTS
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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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