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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilian? Claim Your ProfileLilian Lo is a financial advisor with Vivaldi Capital Management LP. Lilian has been working in the financial industry since 2005. Lilian is registered as an Investment Advisor Representative in California. Lilian has experience with a wide range of investment products and services, including financial planning, portfolio management, and pension consulting. Lilian holds the Certified Financial Planner designation. Lilian's clients include high-net-worth individuals, individuals other than high-net-worth individuals, pension and profit sharing plans, pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Vivaldi Capital Management LP (San Ramon CA)
CA
03/30/2015 - 07/06/2017
LPL FINANCIAL LLC (WALNUT CREEK CA)
CA
01/24/2006 - 04/01/2015
FIDELITY BROKERAGE SERVICES LLC (WALNUT CREEK CA)
CO
08/03/2005 - 12/12/2005
RFS PARTNERS (DENVER CO)
MO
04/07/2005 - 07/14/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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