Norman Lazarus, financial advisor Overland Park KS
93 score

Norman Lazarus

CRD Number: 1987639
Current Firm: Waddell & Reed

Norman Lazarus (CRD# 1987639) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed Inc. Overland Park, KS Mar 2011 - Current 5
Unemployed Springfield, IL Nov 2009 - Mar 2011 1
Penn Mutual Life Ins Co Horsham, PA Apr 2006 - Nov 2009 3
Hornor Townsend And Kent, Inc. Horsham, PA Apr 2006 - Nov 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Norman R. Lazarus
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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