Eric LazzariCRD Number: 3119831
Current Firm: Global Retirement Partners LLC
Eric Lazzari (CRD# 3119831) is an Investment Advisor Representative working at Global Retirement Partners LLC in Framingham, MA and has over 19 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Global Retirement Partners||San Rafael, CA||Nov 2015 - Current||2|
|Lpl Financial, LLC||Framingham, MA||Nov 2015 - Current||2|
|Capitol Securities Management, Inc.||Mclean, VA||Dec 2005 - Nov 2015||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management26,371MILLIONS
Total Number of Accounts4,693ACCOUNTS
Average Account Value$5,619,285
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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