Erica jean Cortez
Investment adviser representative at Lido
20 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$42.5BFirm assets
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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
20 years in the industry.
- LidoJun 2026 to now
- Lido Advisors, LLCJun 2026 to now
- MarinerJul 2025 to Jun 2026
- Wealth Enhancement Advisory ServicesJan 2025 to Jul 2025
- Wealth Enhancement GroupJan 2025 to Jul 2025
- Northwest Investment Counselors LLCSep 2023 to Dec 2024
- Advanced Wealth ManagementMar 2022 to Aug 2023
- Commonwealth Financial NetworkMar 2022 to Aug 2023
- Empirical Wealth ManagementOct 2021 to Mar 2022
- Peak Brokerage Services, LLCJan 2021 to Apr 2021
- James WalshAug 2018 to Oct 2020
- Richard Williams Jr.Feb 2016 to Oct 2020
- Various Insurance Carriers for W & R Insurance AgenciesFeb 2016 to Oct 2020
- Waddell & Reed, Inc.Feb 2016 to Oct 2020
- Clear Transitions PdxDec 2012 to Apr 2021
- Erica Jean CortezJan 2006 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, WA).
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
- 5784434
- Firm CRD
- 269866