Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors in Denver, CO
Every SEC-registered investment adviser representative at a Lido office in Denver, A to Z.
4 registered advisors work at Lido in Denver, out of 299 at the firm nationwide; it ranks number 100 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Lido advisors in Denver, A to Z
Every Lido advisor →- Graham M. FoltzInvestment adviser rep
- Paul T. KnippingChartered Financial Analyst
- Michael J. LindemanInvestment adviser rep
- Jaron R. WagnerCertified Financial Planner
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 8Boulder, CO 7Dallas, TX 7Ann Arbor, MI 5Bellevue, WA 5San Diego, CA 4San Ramon, CA 4Wellesley, MA 3Bethesda, MD 2Boca Raton, FL 2
Other firms in Denver
All Denver advisors →Mercer Global Advisors Inc. 246Strategic Advisers LLC 184UBS Financial Services Inc. 123Morgan Stanley 107J.P. Morgan Securities LLC 105LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 63Robert W. Baird & Co. Incorporated 51Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 38Ameriprise Financial Services, LLC 35Edward Jones 35
Questions
How many financial advisors does Lido have in Denver?
4 investment adviser representatives are registered at Lido offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 299 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Lido one of the largest advisor employers in Denver?
Lido ranks number 100 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 246.
How do I check a Lido advisor in Denver?
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.