Cory Lazart, financial advisor Crown Point IN
94 score

Cory Lazart

CRD Number: 6229278
Current Firm: Stifel, Nicolaus & Company, Incorporated

Cory Lazart (CRD# 6229278) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Crown Point, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus Crown Point, IN Aug 2013 - Current 3
Valenti Construction, Inc. Merrillville, IN May 2013 - Aug 2013 < 1
Purdue University North Central Westville, IN Jan 2011 - May 2013 2
Lincoln Carry Outs Hobart, IN Oct 2009 - Dec 2010 1
Vector Marketing Merrillville, IN Jul 2007 - Sep 2009 2
Home City Ice Crown Point, IN May 2007 - Jul 2007 < 1
Wheeler High School Valparaiso, IN Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Cory S. Lazart
Phone Number: (219) 650-2205
Firm Website: http://www.stifel.com
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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