Lawrence H Sidney
Advisor at Palisade Investments, LLC — Zephyr Cove, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Zephyr Cove, NV 89448-3049
Palisade Investments, LLC
Team
Lawrence Sidney is a financial advisor at Palisade Investments, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Sidney also has experience outside finance, including entrepreneurship with Hurry Hard elite Apparel, LLC and involvement in sports as part of Bobsled Skeleton Israel. Palisade Investments serves individuals, including high-net-worth clients, and institutional clients with retirement-plan consulting, financial planning, and portfolio management. The firm employs a strategic asset-allocation approach, focusing on diversified portfolios primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary services.
Based on Palisade Investments, LLC
Based on Palisade Investments, LLC
Negotiated fixed fees possible based on services and assets managed; specific amounts not stated.
0.10% to 2.0% annually (negotiable, can vary by account size and other factors)
Minimum fee: Minimum fees may be imposed on qualified plan clients; specific amounts not stated. Fee-only: Fees are charged as percentage of assets under advisement or fixed fees; no commissions received.
Zephyr Cove, NV
625 Highway 50, Suite 301
Zephyr Cove NV 89448-3049
Advisors at this office
5
California · Nevada · Texas
7 years of industry experience
Palisade Investments, LLC
2023 - Present • 3 years
Zephyr Cove, NV
Cambridge Investment Research Advisors
2019 - 2023 • 4 years
Fairfield, IA
Cambridge Investment Research, Inc.
2019 - 2023 • 4 years
Fairfield, IA
Cambridge Investment Research, Inc.
2019 - 2023 • 4 years
Fairfield, IA
Hurry Hard elite Apparel, LLC
2017 - 2019 • 2 years
Zephyr Cove, NV
Bobsled Skeleton Israel
2015 - 2018 • 3 years
Winnepeg
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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