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Kalvin Sid, financial advisor San Mateo CA

Kalvin Sid

Sid Financial Services, LLC

CRD Number: 4748194
Current Firm: Next Financial Group, Inc.
Compensation Model: Fee Only
Kalvin Sid (CRD# 4748194) is an Investment Advisor Representative working at Next Financial Group, Inc. in San Mateo, CA and has over 12 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Next Financial Group Inc. San Mateo, CA Aug 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Kalvin Sid
1710 S Amphlett Blvd Ste 128, San Mateo, CA 94402
Phone Number: 877-876-6398
Advisor Website: http://www.sidfinancial.com
Firm Website: http://www.nextfinancial.com/
Registered State(s):
  • CA
  • TX
Current Firm Details
Next Financial Group, Inc.
Firm's CRD Number: 46214
11740 Katy Freeway, Suite 600, Houston, TX 77079
By the Numbers
  • Total Assets Under Management
    3,522
    MILLIONS
  • Total Number of Accounts
    17,352
    ACCOUNTS
  • Average Account Value
    $202,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Sid Financial Services, LLC is not an affiliate of NEXT Financial Group, Inc.

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Data verified by both the advisor and the public regulatory data.

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