Benjamin
Lloyd
Lido
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About this Advisor
Benjamin Lloyd is a financial advisor based in Boulder, Colorado, working with Lido. Benjamin has previously held positions at Lido Advisors, LLC, United Parcel Service, Extended Travel, Longfellow Investment Management Co., LLC, Loomis Sayles & Co, Blue Hill Country Club, University Of Massachusetts Dartmouth, New England Professional Golf Association, and Dicks Sporting Goods. Benjamin is registered to provide services in California and Colorado. Currently, Benjamin is part of Lido, which operates out of Boulder, Colorado. 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
Benjamin Lloyd Work History
Lido Advisors, LLC
United Parcel Service
Extended Travel
Longfellow Investment Management Co., LLC
Longfellow Investment Management Co., LLC
Loomis Sayles & Co
Blue Hill Country Club
Dicks Sporting Goods
New England Professional Golf Association
University Of Massachusetts Dartmouth
Disclosures
Please visit the SEC profile of Benjamin Lloyd 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
Boston, MA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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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