Lido
Lido (CRD# 269866) is a financial advisory firm headquartered in Los Angeles, CA. They manage $13,102,066,742 in 12,641 accounts and serve the financial needs of clients across 45 states (or territories).
-
Total Assets Under Management13,102MILLION
-
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
Scott Berman (CRD# 3190448) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 24 years of experience in the finance industry.
Brian Blackwell (CRD# 5243555) is an Investment Advisor Representative working at Lido in Atlanta, GA and has over 15 years of experience in the finance industry. Brian Blackwell 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.
Jason Blumberg (CRD# 6087644) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 8 years of experience in the finance industry.
Scott Brokaw (CRD# 6217311) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 9 years of experience in the finance industry.
Alexandra Browne (CRD# 6397152) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 8 years of experience in the finance industry.
Michael Burke (CRD# 4724398) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 19 years of experience in the finance industry. Michael Burke 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.
John Bute (CRD# 4006843) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 23 years of experience in the finance industry.
Stasia Cato-Washington (CRD# 4388318) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 20 years of experience in the finance industry.
Justin Cho (CRD# 7042341) is an Investment Advisor Representative working at Lido in San Diego, CA and has over 4 years of experience in the finance industry. Justin Cho 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.
Jeffrey Christie (CRD# 4889641) is an Investment Advisor Representative working at Lido in San Diego, CA and has over 18 years of experience in the finance industry.