Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Lido office in San Diego, A to Z.
The short answer
4 registered advisors work at Lido in San Diego, out of 287 at the firm nationwide; it ranks number 103 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Lido advisors in San Diego, A to Z
Every Lido advisor →- Alex J. AnguloInvestment adviser rep
- Benjamin R. GottliebInvestment adviser rep
- David N. LundquistInvestment adviser rep
- Luka P. WaageInvestment adviser rep
Lido advisors in every city and state →Lido: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lido advisors in other cities
Los Angeles, CA 161Chicago, IL 19New York, NY 16Mequon, WI 9Warren, NJ 9Dallas, TX 8Cottonwood Heights, UT 7Boulder, CO 6Bellevue, WA 5New Albany, OH 5Boca Raton, FL 4Denver, CO 4Ann Arbor, MI 3Louisville, CO 3San Ramon, CA 3
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does Lido have in San Diego?
4 investment adviser representatives are registered at Lido offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 287 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Lido one of the largest advisor employers in San Diego?
Lido ranks number 103 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Lido advisor in San Diego?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lido office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.