Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nelson Lundquist is a registered investment advisor representative (IAR) with Lido Advisors, LLC. David is a Series 65 license holder who is licensed to practice in California, Florida, and Texas. David has been in the investment industry for over 20 years and has experience working for a variety of firms including Fisher Investments, Inc., Churchill Management Group, and Ken Stern & Associates. David currently works out of the San Diego, CA office of Lido Advisors, LLC.
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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CA
08/13/2024 - Present
Lido (San Diego CA)
IA
Issued 08/25/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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