Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elbert? Claim Your ProfileElbert Huang Liu is an Investment Advisor Representative with Lido in Los Angeles, CA. Elbert is a Chartered Financial Analyst and has been in the industry since January 2025. Elbert has a Series 65 license. Elbert specializes in financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Elbert also offers educational seminars and selects other advisors. Elbert has previously worked at Avitas Wealth Management, LLC in Los Angeles, CA, Norbida Limited USA in San Jose, CA, and Lido Advisors, LLC in Los Angeles, CA.
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
01/22/2025 - Present
Lido (Los Angeles CA)
IA
Issued 06/03/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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