Joseph Sidman
Joseph Sidman is a registered investment advisor at LPL Financial LLC, based in Tempe, AZ, with 3 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
2131 East Broadway Suite 29, Tempe, AZ, 85282
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Regulatory History (1)
Financial
February 2020Other Business ActivitiesSells Insurance
Joseph is involved with Hershenberg & Stone-Walsh Insurance Services, focusing on insurance and employee benefits, dedicating about half his time, primarily to technology management. He also works as a Registered Assistant for Hershenberg Financial and Employee Benefits, spending nearly full-time assisting the advisor with various tasks.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations8 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.