Candice Richardson
Investment adviser representative at Lido
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- LidoJun 2024 to now
- Lido Advisors, LLCDec 2020 to now
- Witt O'brien'sAug 2020 to Dec 2020
- Ucla Luskin Center for InnovationOct 2019 to Jan 2020
- Milken InstituteApr 2019 to Sep 2019
- University of California, Los AngelesSep 2018 to May 2020
- Alliance BernsteinJan 2016 to Aug 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6485888
- Firm CRD
- 269866