Roy Elliott Email & Phone Number
Senior Wealth Manager @ Lido Advisors, LLC
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Roy Elliott Location
- California, United States
Roy Elliott Work
- 2023 -now Senior Wealth Manager @
- 2019 -2023 Wealth Manager - Managing Director @
- 2004 -2019 Senior Financial Advisor @
Roy Elliott Education
- California State University San Marcos
(Economics)
2000-2003
Roy Elliott Skills
- Investments
- Retirement Planning
- Retirement
- Series 7
- Strategic Financial Planning
- Investment Strategies
- Estate Planning
Roy Elliott Summary
- Roy Elliott, based in California, United States, is currently a Senior Wealth Manager at Lido Advisors, LLC. Roy Elliott brings experience from previous roles at First Republic Private Wealth Management and Wells Fargo Advisors. Roy Elliott holds a 2000 - 2003 California State University San Marcos. With a robust skill set that includes Investments, Retirement Planning, Retirement, Series 7, Strategic Financial Planning and more. Roy Elliott has 2 emails and 1 mobile phone numbers on RocketReach.
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