Lida Rose Phillips
Investment adviser representative at Alternative Investment Advisors, LLC
15 yearsExperience
1 stateRegistered in
$385.9MFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Alternative Investment Advisors, LLCNov 2022 to now
- Proficient Processing, LLCJul 2020 to Nov 2022
- Orange County Public Schools (lake Nona High)Aug 2018 to Jun 2020
- Kelly ServicesAug 2017 to Jun 2018
- Captel Service SpecialistsJan 2017 to Jul 2017
- University of Central FloridaAug 2011 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Alternative Investment Advisors, LLC
$385.9MAssets managed
1,424Clients
10Advisers
7 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
- 7668697
- Firm CRD
- 160108