Carol Lens
Investment adviser representative at Lido
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$42.5BFirm assets
Are you Carol Lens? Claim your profile
Contact this firm
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
11 years in the industry.
- LidoSep 2025 to now
- Lido Advisors, LLCSep 2025 to now
- Property Executives LLCOct 2015 to now
- Olympus Wealth ManagementFeb 2020 to Sep 2025
- QualtricsAug 2018 to Feb 2020
- J.P. Morgan Securities, LLCDec 2016 to Aug 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2016
- Wells Fargo Advisors, LLCMar 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, TX, UT).
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
- 5344475
- Firm CRD
- 269866