Adam Castillo

Private Client Services Associate at Lido Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US

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Bio

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Credentials

  • Series 66
    FINRA
    Jun, 2022
    - Nov, 2024
  • Series 7
    FINRA

Experience

  • Lido Advisors, LLC
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Private Client Services Associate
      • Jan 2022 - Present

  • LPL Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Operational Specialist
      • Feb 2020 - Jan 2022

  • Mondelēz International
    • United States
    • Food and Beverage Manufacturing
    • 700 & Above Employee
    • Sales Service Representative
      • Jan 2015 - Jan 2020

Education

  • California State University San Marcos
    Bachelor of Business Administration - BBA, Finance, General
    2014 - 2019

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