Myra K Alport
Investment adviser representative at Lido
10 yearsExperience
3 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LidoJun 2025 to now
- Lido Advisors, LLCJun 2025 to now
- Copperwynd FinancialDec 2020 to Jun 2025
- UnemployedApr 2020 to Dec 2020
- Brightside BenefitsOct 2019 to Apr 2020
- UnemployedJun 2019 to Oct 2019
- Thompson Wealth ManagementMar 2016 to Jun 2019
- Cambridge Investment Research Advisors, Inc.Mar 2016 to Jan 2018
- Cambridge Investment Research, Inc.Mar 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Lido
Legal name: Lido Advisors, LLC
$42.5BAssets managed
13,800Clients
312Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5059376
- Firm CRD
- 269866