Christopher Gene Peterson
Investment adviser representative at Lido
2 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$42.5BFirm assets
Are you Christopher Gene Peterson? 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
2 years in the industry.
- LidoFeb 2016 to now
- Lido Advisors, LLCJan 2016 to now
- Asset Planning Solutions/ken Stern & AssociatesJan 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, GA, NJ, NY, 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
- 5856480
- Firm CRD
- 269866