Kalvin Sid
Kalvin Sid is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Mateo, CA, with 22 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
1710 S Amphlett Blvd Ste 128, San Mateo, CA, 94402
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kalvin owns SID Financial Services, offering security and investment advisory services, dedicating full-time hours to it. He also acts as a consultant for Peninsula Bible Church, reviewing their 401k investment options annually, and sells life, health, and long-term care insurance. Finally, Kalvin owns Seabreeze Laundry, spending a few hours per week on bookkeeping and collecting coins.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations17 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.