Ronald Lazarov, financial advisor Memphis TN
96 score

Ronald Lazarov

CRD Number: 872581
Current Firm: Kelman Lazarov Inc.

Ronald Lazarov (CRD# 872581) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 37 years of experience in the finance industry. Ronald Lazarov has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Jul 2016 - Current < 1
Kelman-lazarov, Inc. Memphis, TN Jul 1994 - Current 22
Kelman-lazarov, Inc. Memphis, TN Aug 1979 - Current 37
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Jul 2016 3
Financial Network Investment Corporation El Segundo, CA Sep 1998 - Dec 2012 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1979
S65 NASAA Investment Advisors Law Examination Dec 1993
Contact Info for Ronald J. Lazarov
Phone Number: 901-685-8284
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    319
    MILLIONS
  • Total Number of Accounts
    887
    ACCOUNTS
  • Average Account Value
    $359,380
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, CA, FL, GA, LA, MI, MS, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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