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Edna Lazelle

5 Years of Experience
Richland, WA
Broker

Edna Lazelle is a registered investment advisor at D.A. Davidson & CO., based in Richland, WA, with 5 years of industry experience. Edna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Richland, WA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
D.A. Davidson & CO.
August 2023 - Present · 2 yrs 11 mos
D.A. Davidson & CO.
August 2023 - Present · 2 yrs 11 mos
D.A. Davidson & CO.Broker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2022 - July 2023 · 1 yr 6 mos
Ameriprise Financial Services, LLCBroker
January 2022 - July 2023 · 1 yr 6 mos
Eagle Strategies LLC
September 2021 - January 2022 · 4 mos
Nylife Securities LLCBroker
December 2020 - January 2022 · 1 yr 1 mo
State Registrations1 state
WA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Edna Lazelle - Financial Advisor | TrueAdvisor