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).

By the Numbers
  • Total Assets Under Management
    541
    MILLION
  • Total Number of Accounts
    1,204
    ACCOUNTS
  • Average Account Value
    $449,142
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, IL, LA, MA, MD, MI, MS, NC, NY, TN, TX, VA

Financial Advisors at Kelman Lazarov Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Andrew D. Buzan
CRD#: 5337819
5100 Poplar Ave, Ste 2805, Memphis, TN 38137

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.

2
Martin S. Kelman
CRD#: 1006879
5100 Poplar Avenue, Suite 2805, Memphis, TN 38137

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.

3
Ronald J. Lazarov
CRD#: 872581
5100 Poplar Avenue, Suite 2805, Memphis, TN 38137

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.

4
April R. Lowery
CRD#: 5036735
5100 Poplar Ave, Ste 2805, Memphis, TN 38137

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.

5
Michael Munekata
CRD#: 5800154
5100 Poplar Ave, Ste 2805, Memphis, TN 38137

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.

6
Patrick J. O'hearn
CRD#: 6701727
5100 Poplar Ave, Ste 2805, Memphis, TN 38137

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.

7
Christopher J. Purcell
CRD#: 6325971
5100 Poplar Ave, Ste 2805, Memphis, TN 38137

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.

8
Jacob C. Samuels
CRD#: 6192304
5100 Poplar Ave, Ste 2805, Memphis, TN 38137

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.

9
Keith F. Schmitt
CRD#: 4931657
5100 Poplar Avenue, Suite 2805, Memphis, TN 38137

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.

10
William I. Steinberg
CRD#: 1862513
5100 Poplar Avenue, Suite 2805, Memphis, TN 38137

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.

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