linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Virginia Elizabeth Aaron

Lido

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Virginia? Claim Your Profile

About Virginia Elizabeth Aaron

Virginia Elizabeth Aaron is a financial advisor with Lido, based in the Boston area. Virginia has been working in the industry since 2006, with previous experience at UBS Financial Services Inc., Robertson Stephens Securities LLC, and Claybrook Capital, LLC.

Firm Information

Virginia Aaron is currently registered with Lido. Lido is an investment advisor headquartered in Los Angeles, California. They provide a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as educational seminars and selection of other advisors. They manage over $19.6 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and ERISA pooled plans.
Lido

1875 CENTURY PARK EAST

LOS ANGELES, CA 90067

$19.66B

Assets Under Management

26

Total Clients

150

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Virginia Aaron’s Registration & Firm History

CA

09/19/2024 - Present

Lido (LOS ANGELES CA)

MA

06/18/2015 - 01/05/2017

ROBERTSON STEPHENS SECURITIES (Boston MA)

MA

07/10/2008 - 07/01/2015

UBS FINANCIAL SERVICES INC. (BOSTON MA)

MA

04/02/2007 - 07/11/2008

MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)

MA

04/20/2006 - 04/02/2007

MORGAN STANLEY DW INC. (BOSTON MA)

Not sure if Virginia Elizabeth Aaron is right for you?

Licenses & Designations

BOTH

Issued 03/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Virginia Elizabeth Aaron.
Not sure if Virginia Elizabeth Aaron is right for you?