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Christopher Gene Peterson

Lido

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About Christopher Gene Peterson

Christopher Gene Peterson is an Investment Advisor Representative. Christopher is registered with the state of California and Florida, in addition to being registered with the state of Georgia and Texas. Christopher's firm is Lido Advisors, LLC. Prior to joining Lido Advisors, LLC, Christopher worked at Northwestern Mutual Investment Services, LLC in Colorado Springs, Colorado. Christopher has worked in the investment industry for over 10 years.

Firm Information

Christopher Peterson is currently registered with Lido. LIDO is an investment advisor based in Los Angeles, California. They manage approximately $19.66 billion in assets for clients including corporations, individuals, high-net-worth individuals, investment companies, charitable organizations, and ERISA pooled plans. They provide financial planning, portfolio management, and educational seminars. They also select other advisors for their clients.
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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Christopher Peterson’s Registration & Firm History

CA

07/31/2022 - Present

Lido (LOS ANGELES CA)

CO

03/12/2013 - 12/22/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLORADO SPGS CO)

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Licenses & Designations

BOTH

Issued 3/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2015

SIE - Securities Industry Essentials Examination

BC

Issued 3/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Gene Peterson.
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