Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Lido office in Dallas, A to Z.
8 registered advisors work at Lido in Dallas, out of 299 at the firm nationwide; it ranks number 81 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Lido advisors in Dallas, A to Z
Every Lido advisor →- Jennifer BetbadalInvestment adviser rep
- Courtney H. BlumInvestment adviser rep
- John A. Genung IIIInvestment adviser rep
- Andrew IelminiInvestment adviser rep
- Christian MartinezCertified Financial Planner
- Matthew S. MeenanInvestment adviser rep
- Daniel T. Reardon Jr.Investment adviser rep
- Justin WalshCertified 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 7Ann Arbor, MI 5Bellevue, WA 5Denver, CO 4San Diego, CA 4San Ramon, CA 4Wellesley, MA 3Bethesda, MD 2Boca Raton, FL 2
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68
Questions
How many financial advisors does Lido have in Dallas?
8 investment adviser representatives are registered at Lido offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 299 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Lido one of the largest advisor employers in Dallas?
Lido ranks number 81 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Lido advisor in Dallas?
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.