Biography
Billy Nail joined Lido Advisors in 2023 shortly after a successful internship at First Republic Bank. He treats every day as a new learning experience, focusing on a direct relationship with clients. Keeping their best interests as a top priority, he always acts to meet client goals and objectives even beyond solutions he can help advise. He holds his Series 65 as an investment advisor representative and received his Bachelor of Arts degree in Finance from Santa Clara University. One fun fact about Billy is that he is a scratch golfer.
The Lido Perspective
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