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Lydia E. Idem

FM CAPITAL GROUP
OAKLAND, CA 94612
Some features on this profile are disabled
CRD#: 6350937
LI

Professional summary

Lydia Eno Idem is a registered financial advisor currently at FM CAPITAL GROUP located in Oakland, California.

Lydia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lydia has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lydia Eno Idem's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 15, 2020 - Present

FM CAPITAL GROUP

Office #1: 409 13th Street Suite 600, Oakland, CA 94612
RIA
CRD#: 170285
OAKLAND, CA
Past

October 8, 2019 - August 10, 2020

BAY STREET CAPITAL HOLDINGS

RIA
CRD#: 299361
Union City, CA
Past

August 21, 2014 - October 15, 2019

FM CAPITAL GROUP

RIA
CRD#: 170285
OAKLAND, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/15/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/20/2014
Uniform Investment Adviser Law Examination

Current Firm

FC
FM CAPITAL GROUP
FM CAPITAL GROUP | FM CAPITAL GROUP LLC

CRD#: 170285 / SEC#:

California
Registered Investment Advisory firm - (8/21/2014 Approved)
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Contact information

Main Address
1305 Franklin Street Suite 250, Oakland, CA 94612
Mailing Address
Phone number
(213) 915-8190
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts11
AUM (Assets Under Management)$ 2,150,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FM CAPITAL GROUP

CRD#: 170285Oakland, CA 94612

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