Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors in Boulder, CO
Every SEC-registered investment adviser representative at a Lido office in Boulder, A to Z.
6 registered advisors work at Lido in Boulder, out of 299 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Lido advisors in Boulder, A to Z
Every Lido advisor →- Luke R. DanielCertified Financial Planner
- Dylan FagundesInvestment adviser rep
- Charles P. FaulhaberCertified Financial Planner, Chartered Financial Consultant
- Nicki L. GreenCertified Financial Planner
- Cynthia G. KnowltonChartered Financial Analyst
- Michael R. McMullinInvestment 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 194New York, NY 14Mequon, WI 11Chicago, IL 8Cottonwood Heights, UT 8Warren, NJ 8Dallas, TX 7Ann Arbor, MI 5Bellevue, WA 5Denver, CO 4San Diego, CA 4San Ramon, CA 4Wellesley, MA 3Bethesda, MD 2Boca Raton, FL 2
Other firms in Boulder
All Boulder advisors →Wells Fargo Clearing Services, LLC 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 45LPL Financial LLC 32UBS Financial Services Inc. 21Morgan Stanley 19Wells Fargo Advisors Financial Network, LLC 16Bsw Wealth Partners 15Charles Schwab & Co., Inc. 15Raymond James & Associates, Inc. 14Pathstone 11Robert W. Baird & Co. Incorporated 11J.P. Morgan Securities LLC 10
Questions
How many financial advisors does Lido have in Boulder?
6 investment adviser representatives are registered at Lido offices in Boulder, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 299 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Lido one of the largest advisor employers in Boulder?
Lido ranks number 19 in Boulder by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 49.
How do I check a Lido advisor in Boulder?
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.