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Financial ADVSR advisor directory · SEC adviser records

Lido financial advisors in Texas

Every SEC-registered investment adviser representative at a Lido office in Texas, by city and A to Z.

8 registered advisors work at Lido in Texas, out of 299 nationwide; it's the firm's number 7 state by advisors, and the most are in Dallas (7). 0 list the CFP designation and 0 are also registered broker representatives.

Lido advisors by city in Texas

Every firm in Texas →

Dallas 7Houston 1

Lido advisors in Texas, A to Z

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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 8Utah 8Michigan 5Washington 5Florida 3Massachusetts 3

Questions

How many Lido financial advisors are in Texas?

8 investment adviser representatives are registered at Lido offices in Texas, 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 Texas does Lido have the most advisors?

Dallas, with 7, then Houston (1). Lido has advisors in 2 cities in Texas.

How do I check a Lido advisor in Texas?

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.