RK
RK

Ryan Kidd

20 Years of Experience
Peoria, AZ
BrokerSells Insurance

Ryan Kidd is a registered investment advisor at LPL Financial LLC, based in Peoria, AZ, with 20 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

8877 W. Union Hills Dr., Suite 540, Peoria, AZ, 85382

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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

Ryan is involved in several outside business activities. These include operating his LPL business under Validus Financial Associates PLLC, authoring a book, owning real estate rental property through VFA Holdings, LLC, managing RKidd Consulting LLC for tax/investment purposes, working with Crump for non-variable insurance, and managing S2K Mormon for tax/investment purposes. These activities take minimal time, with RKidd Consulting LLC taking about 10-20% of Ryan's time.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 9 mos
LPL Financial LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Lincoln Financial Advisors Corporation
May 2014 - August 2023 · 9 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
May 2014 - August 2023 · 9 yrs 3 mos
AXA Advisors, LLC
March 2006 - May 2014 · 8 yrs 2 mos
AXA Advisors, LLCBroker
October 2005 - May 2014 · 8 yrs 7 mos
State Registrations37 states
AKALARAZCACOCTFLGAHIIAIDILINMAMIMNMOMTNCNENHNMNVNYOHOKORSCSDTXUTVAWAWIWVWY
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.
Ryan Kidd - Financial Advisor | TrueAdvisor