David LazarCRD Number: 3064903
Current Firm: H.d. Vest Advisory Services, Inc.
David Lazar (CRD# 3064903) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Tarzana, CA and has over 18 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|H.d. Vest Advisory Services||Tarzana, CA||Feb 2013 - Current||4|
|H.d. Vest Investment Securities, Inc.||Irving, TX||May 1998 - Current||18|
|David A. Lazar, An Acctcy. Corp.||Sherman Oaks, CA||Jul 1983 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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