Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors in Bellevue, WA
Every SEC-registered investment adviser representative at a Lido office in Bellevue, A to Z.
5 registered advisors work at Lido in Bellevue, out of 299 at the firm nationwide; it ranks number 54 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Lido advisors in Bellevue, A to Z
Every Lido advisor →- Robert J. BarnesCertified Financial Planner, Chartered Financial Analyst
- Erica Jean CortezCertified Financial Planner
- Prabhjot S. SekhonChartered Financial Analyst
- Elliot J. WicksInvestment adviser rep
- Dylan S. WilliamsCertified 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 7Dallas, TX 7Ann Arbor, MI 5Denver, CO 4San Diego, CA 4San Ramon, CA 4Wellesley, MA 3Bethesda, MD 2Boca Raton, FL 2
Other firms in Bellevue
All Bellevue advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Wells Fargo Clearing Services, LLC 93Coldstream Wealth Management 85Equitable Advisors, LLC 79UBS Financial Services Inc. 73Ameriprise Financial Services, LLC 56Morgan Stanley 53Strategic Advisers LLC 44LPL Financial LLC 37Transamerica Financial Advisors, LLC 37Charles Schwab & Co., Inc. 33Scs 30
Questions
How many financial advisors does Lido have in Bellevue?
5 investment adviser representatives are registered at Lido offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 299 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Lido one of the largest advisor employers in Bellevue?
Lido ranks number 54 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 118.
How do I check a Lido advisor in Bellevue?
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.