Alan Lazzara
Alan Lazzara is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is a partner and owner of M and A Joint Ventures, LLC, a rental real estate business, dedicating minimal time to bookkeeping. He also serves as an officer (Treasurer) for The Blue Island Community Healthcare Foundation and a board member for The Lazzara Family Foundation, both non-profits, spending a few hours per week overseeing investments and managing grants.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
William Blair & Company L.L.C.
William BlairBroker
State Registrations29 states
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