Teancum Joshua Stafford
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.
- LidoSep 2026 to now
- Lido Advisors, LLCAug 2026 to now
- UnemployedMay 2026 to Aug 2026
- AllsourceppsJun 2025 to Aug 2025
- Brigham Young UniversityAug 2024 to Apr 2026
- Empower Advisory Group, LLCJul 2022 to Aug 2024
- Empower Financial Services, IncJul 2022 to Aug 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2022
- Wells Fargo AdvisorsApr 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (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
- 6634422
- Firm CRD
- 269866