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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Desalvo is an Investment Advisor Representative for Lido. Christopher has been in the financial services industry for over 10 years. Christopher earned their Series 65 license in January 2023. Lido is a financial advisory firm based in Los Angeles, California, with a branch office in Broomfield, Colorado. Lido offers financial planning, portfolio management, and other advisory services to individuals, families, businesses, and institutions. Lido has over $19 billion in assets under management.
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.
1
2
CO
01/11/2023 - Present
Lido (Broomfield CO)
IA
Issued 1/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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