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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lazorik is a financial advisor with over 25 years of experience in the industry. David currently works for Wells Fargo Advisors Financial Network, LLC and has held positions with MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., MFS FUND DISTRIBUTORS, INC., SMITH BARNEY INC. and D.A. DAVIDSON & CO. David's primary office is located in Yakima, WA. David is registered with both the state of Washington and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
04/15/2011 - Present
Wells Fargo Advisors Financial Network, LLC (YAKIMA WA)
WA
06/01/2009 - 04/21/2011
MORGAN STANLEY SMITH BARNEY (YAKIMA WA)
WA
01/02/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (YAKIMA WA)
MA
03/03/1999 - 08/18/2000
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
11/03/1995 - 10/16/1997
SMITH BARNEY INC. (NEW YORK NY)
MT
07/20/1994 - 11/01/1995
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 04/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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