Kayla Cross (CRD# 6855855) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 4 years of experience in the finance industry.
CRD# 5619105
Ubs Financial Services Inc.
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4700969
Western International Securities
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lido Advisors, LLC | Los Angeles, CA | Sep 2020 - Current | 3 |
| Lpl Financial | Manhattan Beach, CA | Sep 2017 - Jul 2020 | 2 |
| Madrid Retirement Advisors | Manhattan Beach, CA | Jul 2018 - Apr 2019 | < 1 |
| Uc Irvine Housing | Irvine, CA | Aug 2016 - Jun 2018 | 1 |
| Sushi Bear | Tustin, CA | Mar 2016 - Jun 2018 | 2 |
| Uc Irvine | Irvine, CA | Sep 2014 - Jun 2018 | 3 |
| Unemployed | Irvine, CA | Oct 2015 - Feb 2016 | < 1 |
| Genki Sushi | Pearl City, HI | Jul 2015 - Sep 2015 | < 1 |
| Unemployed | Irvine, CA | Jun 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- NM
- UT
- WY
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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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