Callum Harris

Vice President, Wealth Manager at Lido Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US
Skills

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Bio

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Credentials

  • Series 65
    FINRA
    Jul, 2019
    - Nov, 2024

Experience

  • Lido Advisors, LLC
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Vice President, Wealth Manager
      • Feb 2023 - Present

    • Wealth Manager
      • Mar 2021 - Feb 2023

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Sep 2019 - Mar 2021

    • Guidance Specialist
      • Nov 2017 - Sep 2019

    • Advisory Services Associate
      • Jun 2017 - Nov 2017

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative Intern
      • Jun 2016 - Oct 2016

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Intern
      • May 2015 - Aug 2015

Education

  • Texas A&M University
    Bachelor of Business Administration (BBA), Finance
    2013 - 2017

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