Kelman Lazarov Inc.

Kelman Lazarov Inc. (CRD# 107727) is a financial advisory firm headquartered in Memphis, TN. They manage $646,843,637 in 1,288 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
5100 Poplar Ave, Ste 2805, Memphis, TN 38137
http://www.kelman-lazarov.com
By the Numbers
  • Total Assets Under Management
    647
    MILLION
  • Total Number of Accounts
    1,288
    ACCOUNTS
  • Average Account Value
    $502,208
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 11 - 11 of 11 top financial advisors.
11
Stephanie Goetsch, financial advisor Memphis TN
Stephanie L. Goetsch
CRD#: 6940618
5100 Poplar Ave, Ste 2805, Memphis, TN 38137

Stephanie Goetsch (CRD# 6940618) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 4 years of experience in the finance industry.

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