Sidney Lorio is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bedford, TX, with 44 years of industry experience. Sidney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2116 Parkwood Drive, Bedford, TX, 76021
Get directionsHistory
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.
Exams
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