KL
CFP
KL
CFP
Kjersten Lazar
32 Years of Experience
Somers, NY
2 DisclosuresBroker
Kjersten Lazar is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Somers, NY, with 32 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
341 Route 202, Suite 1A, Somers, NY, 10589
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2002Denied
Customer Dispute
May 1995Settled
Other Business Activities
Kjersten is a trustee for Player'e Eye Football Club, serving as secretary and taking notes at board meetings. She dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2007 - Present · 19 yrs 2 mos
Raymond James & Associates, INC.Broker
June 2007 - Present · 19 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
June 2005 - April 2007 · 1 yr 10 mos
Wachovia Securities, LLCBroker
July 2003 - June 2005 · 1 yr 11 mos
Wachovia Securities, LLC
July 2003 - June 2005 · 1 yr 11 mos
Prudential Securities Incorporated
August 1994 - July 2003 · 8 yrs 11 mos
Prudential Securities IncorporatedBroker
May 1993 - July 2003 · 10 yrs 2 mos
State Registrations38 states
AKALAZCACOCTDCDEFLGAILINMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTVirgin IslandsWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.