Lawrence Sidney (CRD# 7130701) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 4 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 1489018
Aljian Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palisade Investments, LLC | Zephyr Cove, NV | Mar 2023 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2019 - Mar 2023 | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2019 - Mar 2023 | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2019 - Mar 2023 | 3 |
| Hurry Hard Elite Apparel, LLC | Zephyr Cove, NV | Aug 2017 - May 2019 | 1 |
| Bobsled Skeleton Israel | Winnepeg, | Jan 2015 - Feb 2018 | 3 |
| University Of California-berkeley | Berkeley, CA | May 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- CA
- NV
- TX
-
Total Assets Under Management465MILLIONS
-
Total Number of Accounts1,144ACCOUNTS
-
Average Account Value$406,116
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, HI, MI, NV, TX, WA
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