David Lazar
David Lazar is a registered investment advisor at Cetera Investment Advisers LLC, based in Woodland Hills, CA, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
21800 Oxnard Street, Suite 660, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several outside business activities, including selling equity indexed annuities and other insurance products, tax preparation/accounting, presiding over board meetings for a client, and serving as president of CPayroll, Inc. He also serves as an insurance agent for Avantax Insurance Agency, dedicating about 10-20% of his time to identifying prospects and assisting with the application/underwriting process.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations15 states
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