Kayla
Cross
Lido
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About this Advisor
Kayla Cross is a financial advisor who works in Los Angeles, California with a total of 3 years of industry experience. Cross is an advisor for Lido. During their career, Cross has held roles at Madrid Retirement Advisors, Uc Irvine Housing, Sushi Bear, Genki Sushi, National Security Agency, Uc Irvine, Lpl Financial and Lido Advisors, LLC. Cross has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California, Colorado, Nevada, New Mexico, Oregon, Utah and Wyoming. Lido is an advisory business based in Los Angeles, CA. The firm has offices in 32 locations and a total of 191 employees. It oversees $13 billion in assets under management among its 12,641 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 81 charitable organizations. Of its 12,641 customer accounts, 81% are associated with high-net-worth clients who have greater than $1 million in investable assets. Lido 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. Fees for financial management largely are based on which service is provided. Fees charged by Lido can be comprised of 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
Kayla Cross Work History
Kayla has been registered as a financial advisor for 3 years.*
Lido Advisors, LLC
Madrid Retirement Advisors
Lpl Financial
Uc Irvine Housing
Sushi Bear
Genki Sushi
Uc Irvine
National Security Agency
*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 Kayla Cross 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
Chicago, IL
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Chicago, IL
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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