JL
JL

Jeffrey Lazar

38 Years of Experience
Plantation, FL
2 DisclosuresBrokerSells Insurance

Jeffrey Lazar is a registered investment advisor, based in Plantation, FL, with 38 years of industry experience.

Location

8751 W Broward Blvd., Ste. 204, Plantation, FL, 33324

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2004
Settled
Customer Dispute
February 2001
Closed-No Action
Other Business ActivitiesSells Insurance

Jeffrey is the President/Financial Professional for Lazar Financial Services Inc. and an advisory representative for CIRA. He is also an independent insurance agent for various independent insurance companies through Jeffrey S Lazar and We Insure Group, taking about a quarter of his time, and an IAR for Nettworth Financial Group, working nearly full-time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2019 - Present · 6 yrs 7 mos
Cambridge Investment Research, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Fsc Securities Corporation
February 2004 - October 2019 · 15 yrs 8 mos
Fsc Securities CorporationBroker
January 2004 - October 2019 · 15 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 1990 - January 2004 · 13 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1990 - January 2004 · 13 yrs 2 mos
Travelers Equities Sales, INC.Broker
July 1990 - November 1990 · 4 mos
Schweitzer & CompanyBroker
May 1989 - May 1990 · 1 yr
Global Capital Securities, INC.Broker
January 1989 - May 1989 · 4 mos
Schweitzer & CompanyBroker
November 1987 - May 1990 · 2 yrs 6 mos
Rlr Securities Group, INC.Broker
July 1987 - December 1987 · 5 mos
State Registrations20 states
CACOCTDEFLGAIDILINMDNCNJNVNYOHORSCTNTXWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeffrey Lazar - Financial Advisor | TrueAdvisor