Perry Lazerus, financial advisor Rockville MD
90 score

Perry Lazerus

CRD Number: 6022414
Current Firm: Securian Financial Services, Inc.

Perry Lazerus (CRD# 6022414) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Rockville, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services Inc. St. Paul, MN Feb 2012 - Current 4
Financial Advantage Rockville, MD Aug 2011 - Current 5
Minnesota Life St. Paul, MN Aug 2011 - Current 5
Securian Financial Services Inc. St. Paul, MN Jan 2012 - Feb 2012 < 1
University Of Maryland College Park, MD Jul 2007 - May 2011 3
Jill Broder Tutoring Center Rockville, MD Nov 2010 - Mar 2011 < 1
Joes Crab Shack Gaithersburg, MD May 2009 - Nov 2010 1
Landon Boys Day Camp Bethesda, MD Jun 2007 - Jul 2010 3
Bnai Israel Rockville, MD Aug 2008 - Jun 2010 1
Ledo's Pizza North Potomac, MD Aug 2004 - Feb 2008 3
University Of Hartford West Hartford, CT Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Perry B. Lazerus
Phone Number: 651-665-5609
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
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
  • Pension consulting services
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, 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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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