Victor
Campos

Lido

CRD#7570049
Investment Advisor
in San Diego, CA

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About this Advisor

Victor Campos is a financial advisor based in San Diego, California, working with Lido. Victor has previously held positions at Grant Thornton LLP, Chipotle, Full Time Student, Bridgelight Advisors, and Lido Advisors, LLC. Victor has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Victor 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3655 Nobel Drive Suite 630
San Diego, CA 92122

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Lido Brokerage Details

Total Assets Under Management

$19,656,367,238

CA Average: $7,578,581,321
Total Number of Employees

214

CA Average: 43
Total Number of Accounts

19,744

CA Average: 3,727
Average Account Size

$995,562

CA Average: $2,033,427

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

Victor Campos Work History

2023 - Present (1 year)

Lido Advisors, LLC

2022 - 2023 (1 year)

Bridgelight Advisors

2020 - 2022 (2 years)

Grant Thornton Llp

2016 - 2020 (4 years)

Chipotle

2011 - 2016 (5 years)

Full Time Student

Disclosures

Please visit the SEC profile of Victor Campos 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

Shane Sawyer Jones
Los Angeles, CA
Sierra Argyle
Chicago, IL
Garrett Niles
Los Angeles, CA
Connor Maniatty
Los Angeles, CA
Michael Reis
Boston, MA
Andrew Hancock
Chicago, IL
Olivia Zaiya
Los Angeles, CA
Kevin Maldonado
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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