Heather
O'Connor
Lido
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About this Advisor
Heather O'Connor is a financial advisor based in San Diego, California, working with Lido. Heather has previously held positions at Washington Wealth Management, LLC, Kestra Investment Services, LLC, Lido Advisors, LLC, Wells Fargo Clearing Services, LLC, First Republic Securities Company, LLC, and First Republic Investment Management, Inc. Heather has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Florida. Currently, Heather is part of Lido, which operates out of San Diego, California. The firm has 32 offices and 214 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lido includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lido Brokerage Details
$19,656,367,238
214
19,744
$995,562
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
Heather O'Connor Work History
Lido Advisors, LLC
First Republic Investment Management, Inc
First Republic Securities Company, LLC
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Wells Fargo Clearing Services, LLC
Kestra Investment Services, LLC
Washington Wealth Management, LLC
Disclosures
Please visit the SEC profile of Heather O'Connor 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
San Diego, CA
Chicago, IL
Los Angeles, CA
Chicago, IL
Los Angeles, CA
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