Kenneth Lazarowicz, financial advisor Moon Township PA

Kenneth Lazarowicz

CRD Number: 5286945
Current Firm: Avantax Advisory Services

Kenneth Lazarowicz (CRD# 5286945) is an Investment Advisor Representative working at Avantax Advisory Services in Moon Township, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Insurance Agency, LLC Moon Township, TX Dec 2013 - Current 10
Lazarowicz Financial Services Moon Twp, PA Jan 2012 - Current 12
Avantax Investment Services, Inc. Moon Township, PA Aug 2009 - Current 14
Avantax Advisory Services Moon Township, PA Aug 2009 - Current 14
Kenneth J Lazarowicz & Associates Moon Twp, PA Jan 1990 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Kenneth J. Lazarowicz
Phone Number: 972-870-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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