Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors in Florida
Every SEC-registered investment adviser representative at a Lido office in Florida, by city and A to Z.
3 registered advisors work at Lido in Florida, out of 299 nationwide; it's the firm's number 11 state by advisors, and the most are in Boca Raton (2). 0 list the CFP designation and 0 are also registered broker representatives.
Lido advisors by city in Florida
Every firm in Florida →Lido advisors in Florida, A to Z
Search by name →- Brent E. CoughenourBoca Raton · Certified Financial Planner
- Alexandra B. PapellBoca Raton · Certified Financial Planner, Chartered Financial Consultant
- Vekevia E. Tillman-JonesOrlando · Certified Financial Planner
Lido advisors in every state →Lido: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lido in other states
California 203New York 14Colorado 12Wisconsin 11New Jersey 9Illinois 8Texas 8Utah 8Michigan 5Washington 5Massachusetts 3
Questions
How many Lido financial advisors are in Florida?
3 investment adviser representatives are registered at Lido offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 299 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Lido have the most advisors?
Boca Raton, with 2, then Orlando (1). Lido has advisors in 2 cities in Florida.
How do I check a Lido advisor in Florida?
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.