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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Blackwell is a financial advisor with Lido, a firm that specializes in providing investment advice to individuals, families, and businesses. Brian has been in the financial services industry since 2007 and has a wide range of experience in financial planning, investment management, and retirement planning. Brian is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC) and holds Series 7, Series 24, and Series 66 licenses. Lido is headquartered in Los Angeles, California, and has offices in Atlanta, Georgia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
08/09/2024 - Present
Lido (ATLANTA GA)
GA
05/04/2017 - 01/06/2021
LPL FINANCIAL LLC (ATLANTA GA)
GA
08/28/2007 - 07/26/2016
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
BOTH
Issued 10/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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