Kelman Lazarov Inc.
Kelman Lazarov Inc. (CRD# 107727) is a financial advisory firm headquartered in Memphis, TN. They manage $540,767,234 in 1,204 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management541MILLION
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Total Number of Accounts1,204ACCOUNTS
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Average Account Value$449,142
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AR, CA, FL, GA, IL, LA, MA, MD, MI, MS, NC, NY, TN, TX, VA
Andrew Buzan (CRD# 5337819) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 10 years of experience in the finance industry.
Martin Kelman (CRD# 1006879) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 42 years of experience in the finance industry. Martin Kelman 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.
Ronald Lazarov (CRD# 872581) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 44 years of experience in the finance industry.
April Lowery (CRD# 5036735) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 18 years of experience in the finance industry. April Lowery 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.
Michael Munekata (CRD# 5800154) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 7 years of experience in the finance industry.
Patrick O'hearn (CRD# 6701727) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 6 years of experience in the finance industry. Patrick O'hearn 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.
Christopher Purcell (CRD# 6325971) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 9 years of experience in the finance industry. Christopher Purcell 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.
Jacob Samuels (CRD# 6192304) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 9 years of experience in the finance industry. Jacob Samuels 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.
Keith Schmitt (CRD# 4931657) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 17 years of experience in the finance industry.
William Steinberg (CRD# 1862513) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 35 years of experience in the finance industry. William Steinberg 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.