Lori Lazorik
Lori Lazorik is a registered investment advisor at UBS Financial Services INC., based in Vero Beach, FL, with 22 years of industry experience. Lori is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
1701 Highway A1A, Suite 101, Vero Beach, FL, 32963
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business Activities
Lori is a member of the board of directors and assistant treasury for Impact 100, a foundation involved in philanthropy. She is also involved with a women's networking group.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
UBS Warburg LLCBroker
State Registrations37 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.
Exams
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