LPLSUNNYVALE.COM

LPL Financial - Kevin P. Laird

Kevin P. Laird, Branch Manager. Private, professional,. 525 West Remington Dr. Ste. 124. Sunnyvale, CA 94087. T: 408.736.3398. F: 800.754.0147. E: kevin.laird@lpl.com. Securities and advisory services offered through LPL Financial, a registered investment advisor member FINRA. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, NV, NY, WA. Additional states can be added as necessary.

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CONTACTS AT LPLSUNNYVALE.COM

Kevin Laird

525 W ●●●●●●ton Dr

Sui●●●124

Sun●●●ale , California, 94087

UNITED STATES

408 ●●●●3336

ke●●●●●●●●●@lpl.com

View this contact

Kevin Laird

525 W ●●●●●●ton Dr

Sui●●●124

Sun●●●ale , California, 94087

UNITED STATES

408 ●●●●3336

ke●●●●●●●●●@lpl.com

View this contact

Kevin Laird

525 W ●●●●●●ton Dr

Sui●●●124

Sun●●●ale , California, 94087

UNITED STATES

408 ●●●●3336

ke●●●●●●●●●@lpl.com

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LPL Financial - Kevin P. Laird | lplsunnyvale.com Reviews

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Kevin P. Laird, Branch Manager. Private, professional,. 525 West Remington Dr. Ste. 124. Sunnyvale, CA 94087. T: 408.736.3398. F: 800.754.0147. E: kevin.laird@lpl.com. Securities and advisory services offered through LPL Financial, a registered investment advisor member FINRA. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, NV, NY, WA. Additional states can be added as necessary.

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1 about us

2 investment management

3 financial planning

4 trust services

5 resources

6 fee based financial services

7 for qualified individuals

8 by appointment only

9 quick links

10 lpl account view

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LPL Financial - Kevin P. Laird | lplsunnyvale.com Reviews

https://lplsunnyvale.com

Kevin P. Laird, Branch Manager. Private, professional,. 525 West Remington Dr. Ste. 124. Sunnyvale, CA 94087. T: 408.736.3398. F: 800.754.0147. E: kevin.laird@lpl.com. Securities and advisory services offered through LPL Financial, a registered investment advisor member FINRA. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, NV, NY, WA. Additional states can be added as necessary.

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lplsunnyvale.com

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LPL Financial - Kevin P. Laird

https://www.lplsunnyvale.com/publications.html

The following publications are available in .PDF format. Disability / Long-Term Care Insurance. Qualified Retirement Plan / IRA Distributions. Durable Power of Attorney. Distribution Plan at Death. 525 West Remington Dr. Ste. 124. Sunnyvale, CA 94087. T: 408.736.3398. F: 800.754.0147. E: kevin.laird@lpl.com. Securities and advisory services offered through LPL Financial, a registered investment advisor member FINRA.

2

LPL Financial - Kevin P. Laird

https://www.lplsunnyvale.com/about-us.html

Kevin P. Laird, Branch Manager. Kevin Laird has been in the industry since graduating college in 1991. Early experience in the traditional insurance and brokerage business was supplanted with several years in the 401(k) and Private Banking Trust departments at Wells Fargo. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:. Comprehensive clearing and compliance services. LPL Financial understands tha...

3

LPL Financial - Kevin P. Laird

https://www.lplsunnyvale.com/investment-management.html

Strategic Asset Management Brochure. Build a personalized investment portfolio designed around your unique needs, goals, objectives, and risk tolerance.". One such asset management program I offer is Strategic Asset Management. Another program that may be selected to meet your objectives is Manager Select. 525 West Remington Dr. Ste. 124. Sunnyvale, CA 94087. T: 408.736.3398. F: 800.754.0147. E: kevin.laird@lpl.com.

4

LPL Financial - Kevin P. Laird

https://www.lplsunnyvale.com/financial-planning.html

The pace and complexity of managing modern finances leaves many people unprepared to achieve a successful financial future. Financial Planning is offered to address your particular needs and goals. Depending upon your particular needs, financial planning services are offered on a flat fee or hourly basis, or are incorporated into a fee based asset management strategy. 401(k), 403(b), 457, etc. Traditional and Roth IRA’s. Revocable and Irrevocable Trusts. Car, Boat, Airplane, etc. purchase.

5

LPL Financial - Kevin P. Laird

https://www.lplsunnyvale.com/trust-services.html

Through The Private Trust Company, N.A. A wholly owned subsidiary of LPL Holdings, we have the ability to deliver fully integrated administrative trust services to you in a seamless manner, while maintaining your relationship with your trusted estate planning attorney, your tax advisor, and us as your investment advisor. Administrative Services are offered for the following types of accounts:. Revocable or Living Trusts. The Benefits of Ohio Law Include:. Trusts can continue for as long as desirable sinc...

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