linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ezra James Lagan

Dimensional Fund Advisors LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ezra? Claim Your Profile

About Ezra James Lagan

Ezra James Lagan is a financial advisor who has been in the industry since March 18, 2021. Ezra is currently registered with Dimensional Fund Advisors LP as a Registered Investment Advisor (RIA) in Texas. Ezra has Series 63 and Series 65 licenses and holds a Series 7TO license from the Financial Industry Regulatory Authority (FINRA). In the past, Ezra was also registered with Foreside Fund Services, LLC in Illinois. Ezra specializes in financial planning for individuals, investment companies, pooled investment vehicles, and businesses.

Firm Information

Ezra Lagan is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ezra Lagan’s Registration & Firm History

TX

08/16/2023 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

IL

02/13/2021 - 06/07/2023

FORESIDE FUND SERVICES, LLC (Wheaton IL)

Not sure if Ezra James Lagan is right for you?

Licenses & Designations

IA

Issued 08/12/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ezra James Lagan.
Not sure if Ezra James Lagan is right for you?