Callum
Harris
Lido
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About this Advisor
Callum Harris is a financial advisor working out of Los Angeles, California with 2 years of relevant experience. Harris works at Lido. Their career trajectory has included roles at United Capital Financial Advisers, LLC, Texas A&M University, Northwestern Mutual, Wells Fargo, N.A, Poseidon Pools, LTD, Lido Advisors, LLC and Goldman Sachs Pfm. Harris maintains a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Alabama, California, Delaware, Florida, Georgia, Kentucky, Louisiana, Maryland, Michigan, North Carolina, South Carolina, Texas and Virginia. Lido is a business operating out of Los Angeles, CA. The firm has offices in 32 locations and a total of 191 people on staff. It manages $13 billion in total assets between its 12,641 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 81 charitable organizations. Of its 12,641 client accounts, 81% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees usually vary depending on which service is provided. However, fee types billed by Lido most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lido Brokerage Details
$13,102,066,742
191
12,641
$1,036,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Callum Harris Work History
Callum has been registered as a financial advisor for 2 years.*
Lido Advisors, LLC
Lido Advisors, LLC
Lido Advisors, LLC
Goldman Sachs Pfm
United Capital Financial Advisers, LLC
United Capital Financial Advisers, LLC
Texas A&M University
Northwestern Mutual
Texas A&M University
Wells Fargo, N.A
Texas A&M University
Poseidon Pools, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Callum Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lido
Los Angeles, CA
Chicago, IL
Los Angeles, CA
Chicago, IL
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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