Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Robert Levy is an investment advisor representative with Lido, located in Los Angeles, CA. Evan has been in the industry since June 2013 and is registered with the states of California, Florida, Texas, and Washington. Evan's focus is on providing financial planning and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Evan also has experience in managing assets for investment companies, pooled investment vehicles, and other investment advisors.
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
07/12/2022 - Present
Lido (LOS ANGELES CA)
IA
Issued 07/31/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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