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Alexandra Marie Browne

Lido

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About Alexandra Marie Browne

Alexandra Marie Browne is an Investment Advisor Representative at Lido, where she has worked since August 2014. Alexandra has been registered as an Investment Advisor Representative in California, Florida, and Texas. Alexandra earned her Series 65 license in October 2014 and her Series 3 license in January 2010. Alexandra has experience working with individuals, corporations, investment companies, high-net-worth individuals, insurance companies, and charitable organizations. Alexandra's advisory services include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.

Firm Information

Alexandra Browne is currently registered with Lido. Lido is an investment advisor headquartered in Los Angeles, California. They provide a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as educational seminars and selection of other advisors. They manage over $19.6 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and ERISA pooled plans.
Lido

1875 CENTURY PARK EAST

LOS ANGELES, CA 90067

$19.66B

Assets Under Management

26

Total Clients

150

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexandra Browne’s Registration & Firm History

CA

07/01/2015 - Present

Lido (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 10/09/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/2010

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandra Marie Browne.
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