Kevin P. Laird, Branch Manager   |   View Kevin Laird's LinkedIn profileLinkedIn profile

Experience 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.

Education A graduate of San Diego State University, Kevin holds a bachelor's degree in Economics, with a business and government emphasis. He also holds a Series 7, 24, 63, and 65 securities registrations with LPL Financial, as well as a CA Life & Health Insurance license (#0D94637).

Interests I enjoy motorsports, sailing, fishing, hiking, camping and backpacking. I have been involved with the Palo Alto Concours e'Elegance (Palo Alto Host Lions Charity Fundraiser) for many years in various capacities. I am also a member of the Alameda Creek Alliance, Sports Car Club of America, Porsche Club of America, Golden Gate Lotus Club and BMW Car Club of America.

LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help clients attain their financial goals and fulfill their dreams.

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:

- Enabling technology
- Comprehensive clearing and compliance services
- Practice management and training
- Independent research

Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firms’ tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit

* As reported by Financial Planning magazine, June 1996-2015, based on total revenue.