David Lazorik is a registered investment advisor at Wells Fargo Advisors, based in Yakima, WA, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1320 N 16th Ave, Ste B, Yakima, WA, 98902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns 100% of Lazorik Financial Management, LLC, dedicating nearly full-time hours to the firm. He also serves as trustee for the Lazorik Financial Management, LLC 401k, spending a few hours per week on this role.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Mfs Fund Distributors, INC.Broker
Smith Barney INC.Broker
D.A. Davidson & CO.Broker
State Registrations16 states
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