![James Bryant, financial advisor Los Angeles CA](/img/ws/profile-blank-sq.png)
James Bryant (CRD# 7532065) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
![Antoine Abi Nader, financial advisor Los Angeles CA](/img/ws/profile-blank-sq.png)
CRD# 4700969
Western International Securities
![Emile Abinader, financial advisor Los Angeles CA](/img/ws/profile-blank-sq.png)
CRD# 3177792
Citigroup Global Markets Inc.
![Kamie Abraham, financial advisor Los Angeles CA](/img/ws/profile-blank-sq.png)
CRD# 6139451
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Lido Advisors, LLC | Dallas, TX | Dec 2021 - Current | 2 |
Unemployed | Birmingham, AL | Jun 2021 - Nov 2021 | < 1 |
Mccorquodale Transfer | Birmingham, AL | May 2020 - May 2021 | 1 |
Southern Methodist University | Dallas, TX | Aug 2016 - May 2020 | 3 |
Indian Springs School | Birmingham, AL | Mar 2012 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- TX
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Total Assets Under Management19,656MILLIONS
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Total Number of Accounts19,744ACCOUNTS
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Average Account Value$995,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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