TrueAdvisor
TrueAdvisor
KS
CFP
KS
CFP

Kalvin Sid

LPL Financial LLC
22 Years of Experience
San Mateo, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kalvin Sid is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Mateo, CA, with 22 years of industry experience. Kalvin 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1710 S Amphlett Blvd Ste 128, San Mateo, CA, 94402

Get directions

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.

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 LLC
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Next Financial Group, INC.
August 2008 - July 2025 · 16 yrs 11 mos
Next Financial Group, INC.Broker
August 2008 - July 2025 · 16 yrs 11 mos
Aig Financial Advisors, INC.
November 2005 - August 2008 · 2 yrs 9 mos
Aig Financial Advisors, INC.Broker
October 2005 - August 2008 · 2 yrs 10 mos
Sunamerica Securities, INC.Broker
March 2004 - October 2005 · 1 yr 7 mos
State Registrations18 states
CACOFLGAHIIDKSMIMNNENVNYOKORTXUTVAWA
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.
More Advisors
More financial advisors in San Mateo, CA →All financial advisors in California →