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Financial ADVSR advisor directory · SEC adviser records

Lido financial advisors in New Albany, OH

Every SEC-registered investment adviser representative at a Lido office in New Albany, A to Z.

5 registered advisors work at Lido in New Albany, out of 299 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Lido advisors in New Albany, A to Z

Every Lido advisor →

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 5Denver, CO 4San Diego, CA 4San Ramon, CA 4Wellesley, MA 3Bethesda, MD 2

Other firms in New Albany

All New Albany advisors →

UBS Financial Services Inc. 9Morgan Stanley 7MML Investors Services, LLC 6Wells Fargo Advisors Financial Network, LLC 5Ameriprise Financial Services, LLC 4LPL Financial LLC 4Raymond James Financial Services Advisors, Inc. 4Columbus Investment Advisory Inc. 3Edward Jones 3J.P. Morgan Securities LLC 3Yfp Wealth 3

Questions

How many financial advisors does Lido have in New Albany?

5 investment adviser representatives are registered at Lido offices in New Albany, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 299 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Lido one of the largest advisor employers in New Albany?

Lido ranks number 4 in New Albany by registered advisors; UBS Financial Services Inc. has the most, with 9.

How do I check a Lido advisor in New Albany?

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.