Lawrence Lazar
Lawrence Lazar is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Highland Park, IL, with 27 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
Highland Park, IL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2017Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Lawrence is the President & CEO of Lazar Financial and a realtor involved in real estate sales, rentals, and property management. He also sells non-variable insurance products.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Kovack Advisors, INC.
Rk Advisors
Kovack Securities INC.Broker
Western International Securities, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.