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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Pham is a financial advisor with Lido Advisors, LLC. She has been in the financial services industry for over 13 years and is registered in California, Colorado, Florida and Texas. Sarah holds the Series 6, 7, 63, and 66 licenses and has earned the Certified Financial Planner and Chartered Financial Consultant designations. She has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Sarah is committed to providing her clients with personalized financial advice and guidance.
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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CO
05/28/2024 - Present
Lido (Boulder CO)
CO
02/02/2023 - 09/13/2023
U.S. BANCORP INVESTMENTS, INC. (DENVER CO)
CO
01/13/2021 - 12/15/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
WI
01/02/2014 - 11/17/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MIDDLETON WI)
CO
01/25/2010 - 12/05/2013
FIRST INVESTORS CORPORATION (DENVER CO)
BOTH
Issued 05/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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