David Lundquist

Managing Director at Lido Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US
Languages
  • English -
Skills

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Bio

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Credentials

  • Series 65
    -

Experience

  • Lido Advisors, LLC
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Managing Director
      • Feb 2023 - Present

    • Director
      • Jan 2021 - Feb 2023

    • Vice President
      • Jan 2020 - Feb 2023

    • Portfolio Manager
      • 2016 - Feb 2023

  • Fisher Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Counselor
      • Nov 2013 - Jan 2016

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    • Investment Counselor Training Program Manager
      • Oct 2011 - Nov 2013

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    • Investment Counselor
      • Nov 2002 - Nov 2011

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    • Client Account Coordinator
      • Dec 2001 - Nov 2002

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Education

  • University of California, Davis
    Bachelor of Science (B.S.), Managerial Economics
    1998 - 2001

Community

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