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Sidney Starks

30 Years of Experience
East Longmeadow, MA
BrokerSells Insurance

Sidney Starks is a registered investment advisor at LPL Financial LLC, based in East Longmeadow, MA, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

310 N Main St, East Longmeadow, MA, 01028

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sidney does voice-over work and freelance weather reporting, dedicating minimal time. He also works as an independent agent selling whole life, term, and disability insurance, and as a financial services advisor, spending nearly all of his time on these activities. Finally, Sidney is a state committeeman, dedicating a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
March 2019 - Present · 7 yrs 6 mos
LPL Financial LLCBroker
January 2013 - Present · 13 yrs 8 mos
Previous Registrations
New England SecuritiesBroker
November 2010 - January 2013 · 2 yrs 2 mos
MML Investors Services, INC.Broker
January 2009 - November 2010 · 1 yr 10 mos
New England SecuritiesBroker
April 2003 - January 2009 · 5 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
April 2002 - April 2003 · 1 yr
Citistreet Equities LLCBroker
March 2000 - February 2002 · 1 yr 11 mos
MML Investors Services, INC.Broker
April 1999 - April 2000 · 1 yr
Pruco Securities CorporationBroker
November 1995 - April 1999 · 3 yrs 5 mos
State Registrations7 states
CTINKYMANHTXVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Sidney Starks - Financial Advisor | TrueAdvisor