Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors in Washington
Every SEC-registered investment adviser representative at a Lido office in Washington, by city and A to Z.
5 registered advisors work at Lido in Washington, out of 287 nationwide; it's the firm's number 10 state by advisors, and the most are in Bellevue (5). 2 list the CFP designation and 0 are also registered broker representatives.
Lido advisors by city in Washington
Every firm in Washington →Lido advisors in Washington, A to Z
Search by name →- Erica Jean CortezBellevue · Certified Financial Planner
- Alyssa GarciaBellevue
- Prabhjot S. SekhonBellevue · Chartered Financial Analyst
- Elliot J. WicksBellevue
- Dylan S. WilliamsBellevue · 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 169Illinois 19New York 16Colorado 14New Jersey 11Texas 9Utah 9Wisconsin 9Ohio 5Florida 4Arizona 3Massachusetts 3Michigan 3Oklahoma 3
Questions
How many Lido financial advisors are in Washington?
5 investment adviser representatives are registered at Lido offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 287 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Lido have the most advisors?
Bellevue, with 5. Lido has advisors in 1 city in Washington.
How do I check a Lido advisor in Washington?
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.