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Kamarra Freeman

Investment adviser representative at Lido
11 yearsExperience
2 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

11 years in the industry.

  1. LidoMay 2026 to now
  2. Lido Advisors, LLCJan 2026 to now
  3. Club EthosJan 2023 to now
  4. Banks CapitalJan 2022 to Jan 2026
  5. Kinfolk Venture CapitalJan 2020 to Dec 2023
  6. Paypal Holdings IncJul 2017 to May 2021
  7. Tinker GrowthJan 2015 to Dec 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (CA, NY).

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
8261930
Firm CRD
269866
Advisor's SEC record (opens in a new tab)
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