Sidney Lorio is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bedford, TX, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2116 Parkwood Drive, Bedford, TX, 76021
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Regulatory History (2)
Customer Dispute
December 2002Customer Dispute
August 1996Other Business Activities
Sidney operates under several DBAs: Lorio Wealth Management, 401(k) University, and Rethin(k) 401(k). He also owns Parkwood Drive Corporation, a real estate rental company with an office building, dedicating minimal time to Rethin(k) 401(k).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.